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Net Worth
A clearer balance sheet view across assets, liabilities, and the accounts that shape your financial life.
Compass by PeakStone
A clearer view for the decisions ahead.
Compass helps organize net worth, goals, documents, planning priorities, and next steps so financial decisions can be seen with better context.
Technology in service of advice.
Financial clarity is not just a dashboard. It is the ability to see what matters, what changed, and what decision deserves attention next.
Compass provides organization and visibility, while PeakStone brings the judgment, stewardship, and advice that give the information direction.
Compass Dashboard
The pieces of the financial picture, organized.
02
Goals
Planning priorities organized around milestones, decisions, and the outcomes that matter most.
03
Cash Flow
Income, spending, savings, and surplus decisions viewed through a more intentional planning lens.
04
Portfolio Context
Portfolio and risk context designed to support disciplined decisions across accounts and objectives.
05
Planning Readiness
Retirement and planning projections translated into clearer conversations about sustainability.
06
Documents
Important planning materials organized for easier review, collaboration, and advisor-guided next steps.
For Households
Private wealth visibility.
A client dashboard for households that want clearer visibility across net worth, goals, documents, planning priorities, and advisor-guided next steps.
Enter Client PortalFor Organizations
Workplace financial wellness.
A workplace planning experience that helps employees organize goals, decisions, education, and access to advisor-guided support.
Enter Workplace PortalFor Membership
Guided planning access.
A digital-first planning path for individuals and households who want more structure around financial decisions.
Explore MembershipHow Compass Supports Planning
From scattered information to a clearer next step.
Compass organizes financial information into a shared view, then helps connect that visibility to planning conversations, decisions, and ongoing stewardship.
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Connect
Bring accounts, documents, goals, and planning questions into one shared view.
- 02
Organize
Turn scattered information into clearer context for the household, workplace, or membership path.
- 03
Plan
Use that context to shape priorities, recommendations, and next steps.
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Steward
Review progress over time and refine the plan as life, markets, and priorities change.
The Compass Standard
Visibility creates confidence. Judgment gives it direction.
Fiduciary Standard
Compass is designed to support advice centered on client interests, planning context, and long-term stewardship.
Advisor-Guided
Technology can organize the information. Human judgment helps determine what the information means.
Secure by Design
Planning information should be handled with care, privacy, and disciplined access from the start.
Bring the next financial decision into clearer view.
Start with the context that needs organization, then choose the Compass path that fits the planning support needed next.