You’ve Accumulated Wealth.
Now It’s Time to Organize, Simplify, and Protect It.
The Compass and The Coin is the bestselling book that helps successful individuals over 55 untangle years of fragmented financial decisions—and build a clear, structured plan that supports the next chapter of life.
This Isn’t Just a Book...
It’s a Journey Back to Peace of Mind.
Inside The Compass and The Coin, you’ll discover:
The simple 7-part framework to turn your complex financial life into one clear, purpose-driven plan
How to eliminate fragmentation (multiple advisors, accounts, and blind spots) and create total clarity
Tools to uncover emotional biases so you stop repeating mistakes and start making calm, informed decisions
How to redefine success—on your terms—and build a financial life that supports the next chapter of meaning, not just money
How to prepare your family for the future: with coordinated estate, tax, and legacy planning that reflects your values
Ready to Take Control of the Next Chapter of Your Life?
Reading The Compass and the Coin is a powerful first step.
But if you're ready to take action—and want help putting these principles into practice in your own financial life—you can book a free 1:1 consultation with Luis Miletti Jr.
This no-obligation call is for individuals who are:
50+ and thinking seriously about retirement
Sitting on $500K or more in investable assets
Looking for a simpler, more coordinated plan
Tired of conflicting advice and generic solutions
Ready for peace of mind—not just more paperwork
Book your free Wealth Alignment Consultation today and start turning reflection into real results.
There Is No Catch
Just to put your mind at ease, there is no monthly charge that gets added to your order later, or any kind of "forced continuity".
It's not going to happen.
And there's a good reason why…
What’s the Point of Having Wealth If You Don’t Know Where It’s Taking You?
If you’re like most high-achieving professionals, your financial world is a mix of wins and what-ifs:
✔ You’ve built wealth.
✔ You’ve worked with smart people.
✔ You’ve saved, invested, grown.
But deep down, you’re still asking:
“Do I have enough?”
“Is this really working?”
“What happens next?”
The Compass and The Coin is not a traditional financial book. It’s a behavioral blueprint for purpose-driven planning, told through the emotional story of Mark and Dana—a couple whose wealth didn’t equal clarity… until they discovered this framework.
You'll Discover:
Why “How much is enough?” is the wrong first question—and what to ask instead
How to simplify your accounts, advisors, and objectives into one unified strategy
The “North Star Framework” that connects your wealth to your deeper life purpose
How to protect what you’ve built, prepare for the unexpected, and pass on more than just money
How to build a future not just for yourself—but for your family, your values, and your legacy
This Book Is For:
Professionals, executives, and business owners 50+ who feel financially “successful” but emotionally scattered
Couples preparing for retirement and seeking a more confident, purpose-led transition
People with multiple accounts, multiple advisors—and no one real plan
Anyone tired of sales-driven advice and ready for behavioral-based clarity
There Is No Catch
Just to put your mind at ease, there is no monthly charge that gets added to your order later, or any kind of "forced continuity".
It's not going to happen.
And there's a good reason why…
The Goal Of This Book
The goal of this book is simple: to help you stop drifting and start designing your future with intention.
If you're over 55, approaching retirement, and feel the weight of fragmented planning, multiple advisors, and scattered accounts—you’re not alone. Many high achievers reach this point feeling uncertain, even after years of success.
The Compass and The Coin offers a new path forward. It’s not just a financial framework—it’s a mindset shift. You’ll uncover the emotional biases holding you back, make sense of your current financial landscape, and finally build a plan that supports your life’s next chapter—on your terms.
With clarity, confidence, and purpose—you can move forward knowing you’re doing what’s right for yourself and those who will carry your legacy forward.
And since you've made it this far, I'll assume that you're ready to order, so with that in mind...
book a wealth alignment consultation today
There Is No Catch
Just to put your mind at ease, there is no monthly charge that gets added to your order later, or any kind of "forced continuity".
It's not going to happen.
And there's a good reason why…
ABOUT THE AUTHOR
Luis Miletti Jr. is the creator of The North Star Principle and founder of Miletti Wealth Management. For nearly 20 years, he’s helped successful individuals bring order to complexity—through personalized, values-based planning.
He holds the CIMA® and CRPC® designations and believes true financial leadership comes from aligning your wealth with your purpose—not from chasing the next product or prediction.
Luis isn’t just a planner—he’s a guide, helping clients navigate transitions with clarity, integrity, and care.