COMPASS

WEALTH

Compass Wealth comprises of Cornerstone Wealth plus business planning and advanced charitable and estate planning. 

 

Engagement period:  12-months

Estimated Fee Range: $6,000 to $12,000+

Payment options:  Upfront or monthly ($3,000 to $6,000+ due upon agreement)

Optional Retainer:  Begins monthly after the initial engagement period 

Schedule