Compass Financial Partners

A beautiful day in Lake Forest! 🏡🌿

We were proud to be the Grant Showcase Sponsor for the The Spirit of 67 Foundation Home & Garden Tour, featuring five stunning Lake Forest homes and gardens.

The Spirit of 67 Foundation provides enriching educational programs and experiences for students across Lake Forest School District 67. We’re grateful to support an event that brings our community together while giving back to local students!

What does it really take to live a good life? 💙

In the Season 3 finale of A Better Way to Money, Dr. Robert Waldinger, director of Harvard’s 85-year study on adult development, shares what decades of research reveal about happiness, health, and longevity.

One of the biggest takeaways? Strong relationships play a powerful role in our long-term well-being. And when it comes to finances, addressing financial stress today can benefit both your health and your future.

Listen to the latest episode of A Better Way to Money here https://link.cohostpodcasting.com/06053cc3-b9fb-4d24-a7e4-11b1d989ad7b?d=eLJiF-xCG&v=3926

September is Life Insurance Awareness Month, making it a great time to take a closer look at your coverage.

• How did you determine the amount of life insurance you currently have?
• What are you trying to protect?
• When was the last time you reviewed your coverage?
• Has your life changed since your policy was put in place?

Take this quick quiz ✅ and reach out to us to make sure your policy still aligns with your life, goals, needs.

What a fun Friday night! 🎶

We had a great time hosting friends at the Compass office before heading over to Gorton Center for Mike & Joe’s end-of-summer concert. Good food, drinks, and live music made for a fun night in Lake Forest.

Thanks to Gorton Center, Mike & Joe, and Lucky Duck/Gallery for helping make the evening happen!

Please join us in welcoming Sharon Moccia to the Compass Financial Partners team!💙

Sharon joins us as a Client Onboarding Specialist, bringing a strong background in client service, operations, and the Lake Forest community.

We’re excited to have Sharon on the team and look forward to all she’ll bring to Compass. Welcome, Sharon! 🎉

🍂 September is Life Insurance Awareness Month.

Now is the perfect time to better understand your life insurance options and how they can help protect the people and goals that matter most.

Have questions? We're here to help.

Different Types of Life Insurance, Explained Different types of life insurance play different roles in your overall financial plan. Learn how each type might help support your goals.

Good golf, even better company, and a great cause!☀️⛳️

We loved spending the day with our clients at The Summer Classic at Ivanhoe Club.

Our hole-in-one competition, with a Porsche as the prize, raised more than $5,000 for Alex's Lemonade Stand Foundation for Childhood Cancer 🍋

Thank you to everyone who joined us!

We’re hiring! 💻

Compass Financial Partners is looking for a Technology Adoption & AI Integration Associate to help us work smarter, improve efficiency, and shape how our firm uses technology and AI.

Our ideal candidate is:
✓ Curious and eager to learn
✓ Analytical and solution-focused
✓ Technology-oriented and proactive
✓ A strong communicator and patient teacher
✓ Excited about AI, automation, and process improvement

If you’re passionate about technology, artificial intelligence, process improvement, and helping others work more effectively, we’d love to hear from you.

For the full job description or to apply, please contact Lori Evans at [email protected].
Subject: Technology Adoption & AI Integration Associate Application – Your Name

Please join us in welcoming Finnian Little to the growing Compass Financial Partners team! ⭐️

Finn is a former Compass intern and recent graduate of Miami University's Farmer School of Business. He joins us as a Business Development Specialist, working across prospect outreach, investment operations, financial planning and client support.

We're thrilled to have Finn on board and look forward to all he will bring to the team!

A sweet send-off for our summer interns!

We loved celebrating a great summer with our interns and their families.

We're proud of everything you accomplished. Wishing you all the best in what’s ahead!