Our Process
Home of the Compass Process
We learned years ago, we cannot be all things to all people, but we can be everything to some people.
We work primarily with individuals, business owners, doctors, corporate executives, professionals, farmers and retirees, who among other things, aspire to achieve financial independence.
Holly Jensen and Bob Bennett developed the Compass Process to address and unify all those needs. The Compass Process focuses on where you are now and where you want to be in the future. We consider your life events as they evolve and your needs as they unfold. We align all aspects of your financial roadmap, giving you direction, purpose, and guidance.
The Compass Process Focuses on the "Three D's"
Discovery
- Where are you now?
- How did you get there?
- What do you want to accomplish?
- What’s important to you?
Design
- How will we get you there?
- What products and services are the best fit for you?
Deployment
- Wealth management
- Legacy planning
- Product and risk assessment and fit
- Ongoing, continuous service
- Building a lasting relationship
Finding the right team to manage your wealth isn't easy. If it sounds like we might be a good fit for you, your family, and your wealth, we invite you to connect with our team.