Empower Your Financial Well-being with Family Compass Wealth Solutions
Prioritizing Your Family's Financial Health
Our Mission
To empower 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
Budgeting & Cash Flow Management
Investment
Management
Gain control over your finances! I'll help you develop a realistic and sustainable budget that aligns with your values and goals. We'll identify areas for improvement, manage debt effectively, and optimize your cash flow to ensure you have more money working for you.
We provide clear and unbiased advice on how to grow your wealth through smart investment strategies tailored to your family's risk tolerance, time horizon, and financial objectives
Education
Planning
Risk Management & Insurance
Estate
Planning
Protect your family's financial well-being. I'll help you assess your insurance needs (life, disability, long-term care, etc.) and ensure you have the right coverage in place to safeguard against unforeseen events.
Ensure your wishes are honored and your loved ones are protected. We can guide you through the essential aspects of estate planning including wills, trusts, beneficiary designations and coordinating with estate planning attorneys
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