Do you work at Kompas Vastgoed? Get the resources you need and expert insights from financial professionals who specialize in helping Compass employees make optimal use of their remuneration package and employment conditions.
Whether you’re a new Compass employee or have risen to a management or executive leadership role over a multi-year career, it’s important to make smart money moves with your income and employee benefits. For example:
✅ Do you know what you need to do to get the most value from the Compass benefits available to you?
✅If you’re thinking about leaving Compass for another job or plan to retire from the company within a few years, are you taking the right steps today to ensure you receive all the compensation and benefits you’ve earned?
Get the most value from your Compass benefits and compensation package
Throughout the year, Compass provides its employees and executives with updates on their benefits, ranging from health insurance and health savings plans to retirement plans such as a 401(k). While the company offers many helpful resources and access to knowledgeable staff who can help you with questions, you will also find non-Compass financial professionals who specialize in helping Compass employees make the most of their income and benefits.
Whether you work at Compass’ headquarters in New York City, another office location across the country, or remotely from home, you may have questions about your compensation package and benefits that are better suited to a financial professional who can provide unbiased advice and guidance.
Sensitive topics, such as discussing the steps you need to take before leaving your job at Compass to work elsewhere, protecting yourself ahead of a layoff from the company, or deciding when you plan to retire, are all conversations you may feel more comfortable having with a trusted financial advisor.
Should you hire a Compass specialist financial advisor or an advisor close to home?
Fortunately, many financial advisors offer virtual services so you can meet online no matter where you (or they) live.
This means you can choose to hire a specialist financial advisor living hundreds of miles away if you decide that their knowledge and experience working with Compass employees better suits your unique needs.
💡 In the questions and answers below, you’ll get insights from financial advisors who work with Compass employees to help them make smart decisions to get the most value from their compensation and benefits, reduce their money stress, and prepare for a comfortable retirement.
🙋♀️ Do you have questions that have not yet been answered? Use the form below to submit questions anonymously and check this article for updates with answers to your questions. You can also contact the financial advisors below for an introductory meeting or contact them by email with your questions.
💸 Smart money insights for Compass employees and executives
This page is divided into sections so you can quickly find the information you need and get answers to your questions:
- Q&A: Financial Planning Tips for Compass Employees and managers
- Get answers to your questions about your compass Benefits and career
- Browse related articles
Q&A: Financial planning tips for Compass employees and executives
Answers to questions from Compass Real Estate staff with Jackie Lewis, CFP®, MBA
Jackie Lewis is a financial advisor based in San Diego, California, who works with Compass employees on financial planning considerations related to their benefits and compensation. Jackie helps clients understand and evaluate their Compass benefits and compensation within the context of their broader financial picture so they can make informed decisions about their financial future.
Q: As a financial advisor with experience helping Compass employees save for retirement, how can you help them get the most out of their benefits?
Jackie: Compass has some great benefits and we help you understand and evaluate the benefits available to you. This includes assistance with providing stock compensation, retirement accounts, health insurance, and family benefits within their overall company benefits package.
Q: When you first speak with a Compass employee, what questions do you like to ask to better understand their unique circumstances and determine how you can best help them achieve their goals?
Jackie: Compass offers robust stock compensation packages, so we help you determine ways to manage stock compensation and evaluate tax considerations when liquidating stocks based on your unique situation and needs. This leads to questions like: What are your goals in life? How long do you hope to stay at Compass? What would you like to do for your family? How well do you think you understand your stock compensation? Do you have any idea what taxes you may owe on your total compensation package?
Q: In addition to Compass employee benefits for retirement savings, are there any other types of benefits offered by the company that you find valuable to discuss with your clients?
Jackie: Compass provides a significant portion of your compensation through their equity compensation, so we guide you in leveraging this during an open window with the goal of managing tax exposure and we help you develop a multi-year plan that you can refer to over time.
Q: For Compass employees who have managed their own finances up until now, what would you like to consider to help them decide whether they should work with a financial advisor at this stage of their lives?
Jackie: An advisor can help with short-term decision making such as stock compensation decisions, tax benefit guidance, etc. as well as big picture thinking (i.e. creating a framework so you can see where all your hard work is taking you, and ensure your money behavior is aligned with your life goals). A client is often already doing many of the right things and the value of the planning process is to put things into a broader context so that proactive/conscious decisions can be made and to be a sounding board and accountability coach for the client.
We encourage DIY investors to consider the potential costs of NOT obtaining a second opinion. Investment management is one thing, but retirement planning often involves significant nuances that many people can overlook, such as:
- How are my investments taxed? Can I minimize my lifetime tax liability? Am I taking too much (or not enough) risk in the markets?
- What is my plan to convert my assets into income? What are the tax consequences of this?
- Will I run out of money? How should I deal with inflation? What about long-term care?
- Are my beneficiary designations up to date? Do I understand what will happen to my assets if I succeed?
- Do I need life insurance? Do I have enough or too much? Should I keep this old policy?
There are a number of different areas where a Certified Financial Planner® professional can provide value to a recent retiree, even if they choose to continue managing their own investments.
Q: What are some of the unique financial planning challenges you often encounter with your Compass employee clients, and how do you help them overcome these obstacles?
Jackie: A good, well-paying job can sometimes feel a bit like golden handcuffs and it can be hard to imagine walking away. But if you want to prepare for an exit or a shift to another sector, we can help you model potential paths for the transition. In a position with stock compensation, it can be challenging to determine how much to rely on that compensation in the plan. It is variable and can be difficult to quantify, but can be significant. So it is important to have a solid structure based on the client’s comfort with the exposure and how it is addressed in the plan.
Q: What questions do you recommend Compass employees ask financial advisors they are considering hiring to help them decide if they are a good fit?
Jackie: Are you a confidential counselor? Should you act in my best interests? Do you provide comprehensive financial planning or just investment management? What do I pay in fees? Are there any hidden costs in the products you recommend?
Meet Jackie Lewis, Financial Advisor to Compass Employees:
View Jackie’s profile page on Wealthtender or visit her website to learn more.
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About the author
Brian Thorp
Founder and CEO of Wealthtender
With over 25 years of experience in the financial services industry, Brian applies his experience and passion at Wealthtender to help more people enjoy life with less money stress.
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