FAQ — Financial Advisor for Founders
Everything you want to know before getting started.
Common questions about working with Texel Compass — who we work with, how we approach financial planning, and what to expect.
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 specifically for founders. If our approach resonates with your situation, we're happy to have a conversation.
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.
How do you approach financial planning?
We plan across both sides of your finances — personal and business — because for founders, they're the same conversation. That means tax strategy, cash flow, retirement, and long-term planning, all coordinated around your goals.
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.