How Our Service Works

Step One – Contact Us - Go to the "contact us" page and fill out the form for a free 20 minute phone consultation.  (Offer #1)

During the phone interview we will ask you simple specific questions that give us a snap-shot of your current financial situation and we'll discuss our fee should you choose to become one of our counseling/coaching clients.

Our no-risk 30-day money-back guarantee fee is reasonable, affordable, and within reach of all our clients.    

We will provide you with our easy-to-complete forms to prepare for a productive first meeting.  Then we'll meet with you for a one-on-one session where we will review your current financial situation in detail.

 What to Expect

 Step Two –  Results!

The first initial meeting is for information gathering.  Working together, we will review the simple forms you completed so we can get a clear picture of your financial life.  We will not judge you.  We are here to help you on your path to financial peace.

We ask that you commit to one meeting per month for 12 months to review your progress, answer questions, measure goals, and make necessary revisions.  Each monthly session will last approximately 45 minutes.

It's during this time that you will begin to develop the life habits necessary to truly control your finances, and ultimately win with money.

If you wish, you have the option to continue after this 12-month period on a monthly, quarterly, or as-needed basis. We will be available for you in the future to help you should you need it. 

Compass Financial Counseling is different because:

Our advice is presented as such: "…if it were me in this situation, this is how I would handle it." The choices are always yours. You will still pay your own bills and be in charge of your own finances.

We are here to teach you how to manage your money and be successful doing so for the rest of your life.  Our method has a proven 20-year track record that works every time it is followed!


 Contact us” today so you can start having hope and a true sense of direction immediately.