Financial Planner
Our Mission
To empower New York families to thrive, not just survive. Family Compass Wealth Solutions offers comprehensive, compassionate, and personalized financial planning that considers your complete well-being. We're committed to being the trusted team you can rely on, providing the confidence and security you deserve – because we genuinely care.
The Tapestry of Total Well-being: Weaving Together Mental, Physical, and Financial Security for a Life of Fulfillment
At Family Compass, we believe that true wealth extends beyond financial success—it's a harmonious balance of mind, body, and finances. As your dedicated financial planner, we recognize that optimal mental and physical health are integral to achieving and enjoying financial well-being.
Nurturing Your Financial Future: Creating a Plan Tailored to Your Dreams
Together, we'll navigate your financial path, crafting a plan that encompasses your unique dreams. From thoughtfully guiding your investments and securing your retirement, to safeguarding your family's future through risk management and estate planning, we'll walk alongside you, ensuring every aspect of your financial life is nurtured and protected
Retirement Planning
Retirement planning is essential for ensuring financial security in golden years. By assessing your current savings, expenses, and future goals, you can create a roadmap that aligns with your lifestyle aspirations. Start today to secure a comfortable and worry-free retirement.
Education Planning
Education planning is a strategic approach that establishes educational goals and outlines a clear roadmap to achieve them. It assesses individual needs and available resources, ensuring that students receive the essential support needed to maximize their learning outcomes and achieve academic success.
Budgeting and Cash Flow Management
Efficient budget and cash flow management are essential for maintaining financial health and ensuring long-term stability. A carefully crafted budget facilitates resource allocation, while cash flow management ensures that cash inflows cover obligations and promote sustainable growth.
Risk Management and Insurance
Risk management and insurance are crucial for financial planning, aiming to minimize potential losses. A financial advisor assesses your risks, recommends insurance, and creates a tailored protection plan.
This comprehensive approach ensures your financial interests are safeguarded against uncertainties.
Investment Management
planning is a strategic approach that evaluates your financial goals and risk tolerance to develop a customized investment strategy. By regularly reviewing and adjusting your plan, you can adapt to market conditions while promoting sustainable financial growth and security.
Estate Planning
Estate planning involves arranging for the management and distribution of assets after one's passing through documents like wills and trusts. A financial advisor is essential in this process, as we provide expertise in optimizing tax implications and ensuring your estate plan aligns with your financial goals, making it comprehensive and legally sound.
The Heart of Your Finances: Understanding the Emotional Currents That Shape Your Financial Journey
Let's gently explore how your emotional landscape shapes your financial choices. We're here to support you with financial planning that understands your whole self, offering mental wellness workshops and connections to trusted therapists, not just to manage your finances, but to ensure you're truly happy with them.
Finding Balance Within: Where Physical Vitality and Financial Peace Intertwine
Embark on a journey to understand how your physical strength supports your financial security, and how, together, they create a life of lasting happiness. We offer a compassionate approach to financial planning, where prioritizing your well-being isn't just about protection, it's about building a future filled with vitality and financial contentment.
Client Success Stories
“Family Compass Wealth Solutions has been instrumental in helping us achieve our financial goals. Their expertise and guidance have truly made a positive impact on our family's financial well-being.”
Satisfied Client 1
Get in touch with us to start your journey towards a secure financial future for your family.
Long Island, New york
Cell - (347) 904-1748