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 



101 South Military Ave, Suite 255, Green Bay, WI 54303    |     888-332-2372      |     By Appointment Only 


This site is published for residents of the United States only. Concurrent Financial Planning Center, LLC may only conduct business with residents of the states and jurisdictions in which Concurrent Financial Planning Center, LLC is properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of the services referenced on this site are available in every state and through every advisor listed.

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