The Kind of Wealth That Doesn’t Show Up on a Balance Sheet.

We just returned from the Stawicki Family Reunion — something we’ve done every summer for as long as we can remember. Usually, we gather in St. Petersburg, Florida, where the original Stawicki roots were planted, but this year, we changed things up and headed to Evanston, Illinois.

Between schedules, cross-country moves, and the not-so-small matter of Sam and Jared living in Germany, it had been a while since everyone was there. But this year, everyone made the effort... and it paid off.

We spent the week making memories, laughing until it hurt, and retelling the “remember when” stories that have become part of our family folklore. It reminded us of something we hear every time the generations gather:

Don’t delay making these moments happen.

Because this? This is the real wealth.

At Compass Financial, we talk a lot about purpose-driven retirement planning. That’s because we believe wealth should work for you, not just sit on a spreadsheet. The goal isn’t just to retire. It’s to have the freedom, clarity, and confidence to say “yes” to what matters most.

Whether that’s beach vacations with grandkids, supporting a cause close to your heart, or just knowing your family is taken care of, your financial plan should support your life, not the other way around.

Here’s a quick check-in question:

✨Are your current financial strategies designed around your purpose, or are they just based on old formulas and outdated advice?

If you're not sure, you're not alone. The truth is, many high-net-worth individuals have done everything “right”, saved diligently, invested wisely, but haven’t built a plan that protects what really matters.

This is exactly why we created the Power of Three Framework. It’s a simple but powerful approach that gives every dollar a job: for guaranteed income, tax-free and liquid access, and long-term market growth; so you’re never left wondering if you can say yes to the things (and people) you love.

Let this be your reminder:

Don’t wait. Make the moments. Design your strategy to support them.

If you’d like a second opinion on your current plan — or want help aligning your finances with what matters most — we’re just a call away. Get on our calendar now, for your FREE consultation: https://calendly.com/navigateyourwealth

Because real wealth isn’t just about what you have.

It’s about what you get to do with it.