At DiversiFi Capital, we are committed to being a key member of our clients’ financial lives. In order to promote a positive and collaborative environment for clients to share their personal financial lives with us, we have laid the foundation for a few key firm values.
Education. Information is over abundant in our technological world. We take great pride in not only educating our clients but also helping to turn that information into personalized action. We also understand that everyone has a different background in regards to their education of finances. We adjust our approach for each client to ensure they understand each financial topic that we tackle.
Empathy. We understand that financial planning can often times force individuals to confront their past failures and successes. This can serve as a psychological hurdle in planning future finances. We do not judge our client’s past action, but instead help them to move beyond those actions to plan for a better future.
Transparency. The financial services industry has formed a poor reputation for having hidden or confusing fee structures. Additionally, the methodology in measuring performance of advisors is murky at best. At Compass Capital Management Group, we make our fee structure simple for clients to understand, providing proper alerts at each stage of the potential billing cycle. We also make a point to provide clearly defined performance benchmarks for measuring our success.
Trust. As a firm we have a fiduciary responsibility to our clients. We take our fiduciary responsibility very seriously in ensuring that we take care of client needs first and foremost.