Planning Dashboard
A guided view of accounts, goals, documents, and next steps in one organized Compass experience.
Compass Membership
More structure for financial decisions.
Compass Membership gives households a guided way to organize goals, documents, planning priorities, and next steps, with a path to advisor-supported guidance when a decision needs more context.
Planning access should feel structured, not scattered.
Compass Membership brings organization and planning context to the decisions households face over time, while preserving a path to advisor-guided judgment when deeper support is needed.
Membership Foundation
A place to organize the decisions in front of you.
Goal Priorities
Structure priorities around near-term decisions, long-term responsibilities, and the outcomes that matter most.
Financial Snapshot
A clearer view of household cash flow, balance sheet decisions, and the planning tradeoffs behind them.
Planning Education
Planning education connected to real financial decisions, so learning supports action rather than adding noise.
Document Organization
Keep important planning documents organized for review, collaboration, and advisor-supported next steps.
Advisor-Supported Guidance
Request additional guidance when a decision, transition, or planning question deserves deeper support.
Membership Pathway
From organization to a clearer next step.
- 01
Organize
Bring accounts, documents, goals, and planning questions into one guided Compass view.
- 02
Clarify
Identify the priorities, decisions, and tradeoffs that deserve attention before they become urgent.
- 03
Frame
Use structured planning tools and education to connect priorities with actionable next steps.
- 04
Decide
Move forward with better context, clearer organization, and advisor-guided support when needed.
Digital + Human
Built for clarity, not autopilot.
Compass Membership brings more structure to the planning details households manage between conversations, while preserving a path to advisor-guided judgment when a decision deserves deeper support.
Organized access
A structured planning experience designed to bring order, visibility, and next steps to financial decisions.
Advisor-guided support
A clear way to request additional guidance when planning questions require deeper context, review, or human judgment.
Membership Structure
A clear membership structure.
Household Membership
Core membership access
- Compass dashboard access for household planning
- Guided organization for goals, documents, and priorities
- Planning education connected to real financial decisions
- $19/month or $199/year membership pricing
Advisor-Guided Support
Available by defined scope
- Additional planning support by request
- Defined-scope guidance for specific decisions
- A pathway toward deeper planning as needs evolve
- Scope and fee documented before engagement
A founding member launch offer may be available at $149/year. Advisor-guided support is scoped separately, with fees and engagement terms documented before work begins.
“Technology should make planning clearer, not less personal.”
The PeakStone Standard
Bring your financial life into clearer view.
Request access to learn how Compass Membership can help organize goals, documents, planning priorities, and the next decisions that deserve attention.