Monthly Archives: May 2016

How to Keep Pace with Change A Financial Planning Checklist

Compass partner Tim Shanahan has had a long career as a financial planner and he’s had a very active athletic life with numerous passions like sailing, hockey, judo, ju-jitsu, skiing snowboarding, kayaking,  biking and more. He entered the financial planning field straight out of college when financial planning was just starting out in the mid 1970s. In a most appropriate sports analogy, Tim draws on this body of financial planning and athletic experience (and resulting injuries) tfs sailing (1)and presents his thoughts in this quick video,

 Is Now the Time for a Financial Planning Tune Up? The bottom line is that injuries are usually just temporary setbacks and just like your life never stands still, neither do the financial markets. So now is a great time to take a few minutes and determine whether you need to re-evaluate any of the things that can impact your financial plan to make sure it is still aligned with your current goals. For a further look, download the printed version, “How to Keep Pace with Change-A financial planning checklist.”

Take some time to go through the checklist and get in touch with Your Trusted Financial Advisor to have a planning discussion.


If you have any questions, please do not hesitate to contact any of our Trusted Financial Advisors. We look forward to speaking to you soon.

Tim Shanahan
President and Chief Investment Strategist