Compass Financial Partners

10/13/2026

What a week at the Presidents Cup! ⛳️🏆

We had a fantastic time at Medinah, enjoying world-class golf and an incredible atmosphere. Team USA’s thrilling victory over the International Team made it that much sweeter!🇺🇸

10/07/2026

Financial planning is about more than numbers. It’s about creating a plan around what matters most to you. 💙

From protecting your family and managing cash flow to investing, planning for retirement, and building your legacy, every piece plays a role in your financial future.

This Financial Planning Month, let's take a closer look at where you are today—and where you want to go next.

10/06/2026

Tim led the charge, but it took all of us to make an impact. 🍋

As we recognize Childhood Cancer Awareness Month, we're proud that our Summer Classic ⛳ brought people together to support Alex's Lemonade Stand Foundation. We're grateful for everyone who helped us raise funds and awareness for children and families facing childhood cancer.

Thank you for being part of something bigger than the game.

10/05/2026

Golf for a great cause!⛳️❤️

We had a wonderful time at the Chicago Golf Classic at Exmoor Country Club, coming together to support Blessings in a Backpack Chicago Chapter and their work to provide hunger-free weekends for children across Chicagoland.

Grateful to be part of a day that brings our community together and gives back in such a meaningful way.

09/30/2026

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!

09/23/2026

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

09/17/2026

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.

09/15/2026

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!

09/03/2026

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! 🎉

09/01/2026

🍂 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 play different roles in your overall financial plan. Learn how each type might help support your goals.