Frequently Asked Questions
Transparent guidance for informed decisions.
Find clear answers to common questions about our services, approach, and how we support founders through each stage of their business journey.
What is the cost for your services?
Our services are provided on a flat, retainer‑based fee. There are no additional advisory charges, and as independent advisors, we don’t receive commissions or kickbacks on any products or services we recommend.
Are your services only for founders?
Our services are designed with founders in mind — but we recognize that meaningful financial guidance can support people in many different seasons of life. If our approach resonates with you, whether you’re navigating a career shift or simply seeking more clarity around your finances, we encourage you to reach out. We’re happy to explore whether we’re the right fit.
Is there a fee for the initial consultation?
The first introductory call is complimentary. It’s simply a chance for us to understand your situation, answer your questions, and explore whether we’re the right fit to support your goals.
Do you work with clients nearing or in retirement?
We work with both. Most of our clients are still a number of years away from retirement, but we also support clients who are already retired. Our approach is always tailored to your stage of life, goals, and financial realities.
What is your approach to wealth management?
We believe that understanding your relationship with money is essential to meaningful, lasting progress. Before we talk strategy or solutions, we take time to explore how you think about money — because without that understanding, the work won’t create the long‑term value you’re looking for.
Do you recommend specific investment strategies?
While we have a clear investing framework, we stay open‑minded about the many ways wealth can be built. Real estate and other alternative investments may be a smart addition to your overall strategy, depending on your goals and risk tolerance. We’d be happy to walk you through our framework on the initial call.
How do you support founders with tax strategy?
We work closely with your CPA to ensure your tax strategy is as efficient and aligned as possible. Financial decisions often carry meaningful tax consequences, so having everyone on the same page helps us provide the strongest, most coordinated advice.
Can I work with you on a specific project?
Yes. If you have a particular project in mind, we're happy to schedule a call to explore how we can help. Pricing will depend on the scope and complexity of the work.
How can I contact Texel Compass to learn more?
We encourage you to visit our Contact Us page and complete the form provided. For any other inquiries, you’re welcome to email us directly at info@texelcompass.com.