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Compass Financial Counseling, LLC
30 Minute Free Consultation:
We feel that the best way to serve your financial needs is to get to know you. Therefore, we offer a free half hour session where we listen to you and explain what we can offer for your situation. Contact us to schedule a no-risk consultation.
After scheduling your free meeting with us, please print and fill out this
online form to help guide our time together.
If you are having problems viewing the form, download adobe reader.
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Lose Weight,
Feel Great!
Have you had a plastictomy?
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Coaching Options
Checkup: You are doing OK and just want to make sure everything is in place: wills, basic estate planning, 401K, IRA. You don't want any surprises 5 years down the road. "Oh honey, why didn't we..." or "If only we knew!"
- Initial 2 hour session
- Unlimited 3 month follow-ups.
ER: Crisis management, immediate attention required. Creditors calling, pending foreclosure or bankruptcy.
- Initial 2 hour session
- Unlimited 6 month follow-ups.
Urgent: For those who aren't bleeding to death "yet" but are in desperate need of a "plastictomy". We will work on debt elimination, tax reduction and stabilization of your cash flow. We will also work on a Savings Strategy.
Out-Patient Care: Setup an appointment and stop in to see us with questions or concerns. We can help with wills, estate planning, retirement or college funding. We can review upcoming Real Estate transactions ( Joe is a licensed Realtor ), or help with starting up a new business.
Definitions:
Budget - You telling your money what to do.
Plastictomy - Permanently removing plastic (credit cards) from your life.
Have you heard our radio spot?
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Compass Business Directory, Compass, PA |
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