Compass & Oak exists to help individuals and families make values-aligned financial decisions with clarity and confidence. We offer education-first planning rooted in stewardship, not product sales.
Services
Flat-Fee Planning
Simple, transparent financial plans—no subscriptions, no sales pitches.
Education-First Advising
We equip you with clarity and confidence before recommending any action.
Term Insurance Guidance
Advice-only life insurance support—no commissions, ever.
Estate & Stewardship Planning
Foundations that protect your values—and the people who matter most.
Stay in Touch
Want to be the first to know when we launch? Reach out: [email protected]