Your cutting-edge wealth planning tool

Plotting a map of your goals without sacrificing what’s most important—that’s how you tackle life’s major transitions.

LOG INTO MY COMPASS PLAN

It’s time to take full control of your financial future and 6 Meridian has the resources to help you along your journey.  Introducing our new Personal Financial Management website, Compass.  This website will make it easy to manage both your wealth and well-being.

Exciting features including interactive investment charts, the ability to consolidate your entire financial picture, goal setting, mobile features and easy interactive sharing methods that allow you and your advisor to collaborate and plan.

Next-level advanced planning options:

  • Collaborative cash flow planning
  • Interactive retirement income planning
  • Robust what-if scenario planning
  • Sophisticated estate planning approaches
  • Future generation legacy planning
  • Comprehensive tax calculations

Ready to take control of your financial future?

Start by selecting a goal that is most important to you. You’ll be able to see if you’re on track and how simple adjustments can impact your ability to reach your goal. Once you’re ready, request a consultation with your advisor, and we’ll work together to build a plan to help make your financial goals a reality.

GET STARTED

Resources

Client Profile Questionnaire

Safe and Secure Brochure

Website Overview Brochure

Guides

Getting Started

Vault Checklist

Adding Accounts Guide

Adding bookmarks to mobile devices:

iPhone | Android