We’re not your parents’ financial advisors, and we’re not a bunch of computers, either. Introducing Compass on Demand, online and convenient access to a Certified Financial Planner® – a real person giving real financial advice.
Wherever you’re at in life, we have answers to help you through debt reduction, budgeting, saving and investing, and supporting you as you set both long and short term financial goals. At just $75/month, we’re offering a convenient, digital approach to financial planning while remaining real, reachable, and accessible to all — no minimums and no appointments needed.
The personalized financial guidance you need, now available from the comfort of your home.