Compound is a digital family office for entrepreneurs, professionals, and retirees who want the personal touch of a dedicated advisor accompanied by a beautiful digital experience.
On December 6th, Mark Cecchini and Tim Hamilton hosted a Compound Conversation about:
📊 Why year-end planning is good financial hygiene
📈 Frameworks for accelerating income vs. deductions
🔑 Key actions to take before December 31st
💼 Annual financial housekeeping and best practices
The end of the year is just weeks away, but there are still steps you can take before December 31st.
Compound Conversations is an educational series aimed at facilitating a discussion that’s relevant to entrepreneurs, professionals, and retirees. Compound Planning blends the personal touch of a dedicated wealth advisor with a beautiful digital dashboard to create a magical planning experience you won’t find anywhere else. With the Compound dashboard, you can work with your Advisor to create and implement a comprehensive financial roadmap tailored to your needs. Our platform offers a holistic view of your finances, allowing you to plan and track progress all in one place in addition to a spectrum of services from tax filing to alternative investing.
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