The Compass Process™

Clarity. Confidence. Control.

Your free Compass Process helps answer three key questions:

  • Will your money last as long as you need it?
  • Are you paying more taxes than you should?
  • Is your portfolio ready for retirement income?

You’ll leave with a simple, personalized Tetra Roadmap showing how your income, taxes, and investments work together. No pressure. No obligation. Just clarity.

☎ Step 1: The Compass Call

A short, 15-minute call to learn about your goals and challenges — and make sure we’re the right fit before asking for more of your time.

💻 Step 2: The Discovery Meeting

We meet (in person or virtually) to understand your goals, income needs, and tax picture. The goal: get clear on what matters most to you and the numbers behind it.

📊 Step 3: Our Analysis

Behind the scenes, we evaluate how to:

  • Turn your savings into reliable income.
  • Reduce lifetime taxes.
  • Protect your plan from market risk.

💡 Step 4: The Strategy Session

We walk through your personalized Tetra Roadmap — your full income, tax, and investment plan in plain English.

Even if you’re ready to move forward, we’ll ask you to sleep on it. We want your decision to be calm, clear, and confident.

⏳ Step 5: Think It Over

Take the night. Talk it over. No pressure — just time to decide if this plan feels right for you. When you’re ready, we’ll be here to make the next step easy.

🏁 Step 6: Welcome to Tetra

When you’re ready, we’ll handle the paperwork and put your plan into action. From day one, you’ll know exactly how your income, taxes, and investments are managed — and that everything is being cared for.