WILL YOUR TAX BILL BE TOO BIG?

Around here, we believe surprises should be left for birthdays.

Take 30 seconds to calculate your complete tax burden using our FREE tool. Find out your total tax bill today so you don't overpay the IRS tomorrow.

CALCULATE MY TAX BILL

Please Put Your Mask On First

'Put Your Mask On First' applies to saving for retirement too! Set yourself up for success before planning for children's higher education.

The Paradox of Choice

Having too many options can actually make making a financial decision harder; this is what we call the paradox of choice.

Your Financial Plan Should Start with the End in Mind

When it comes to achieving your financial goals in life, we need to know what the end goals look like, so keep those in mind when planning!

GET TO KNOW US

The personal touch with global reach.

Compass Financial is a boutique wealth solutions firm based in Charleston, SC with a strategic focus on creating tax efficient retirements.

Owned and operated by Karen Stawicki and her daughter Samantha Irish, Compass Financial helps clients around the world understand what they need to achieve their unique financial goals, stay aligned with their distinct course, and ultimately accomplish their retirement goals.

Comprised of independent financial professionals, Compass Financial sets a new standard for client care with high-touch concierge service, a signature approach, combined 50+ years of experience, and dedication to empowering you to help maximize your financial potential.

Beginning with the end in mind, we are committed to your financial confidence and motivated to help you make the most of your hard-earned money.

Let Compass Financial help you navigate your wealth.

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