Compass ©

  • Now featuring hand-holding money makeover
    program for Moms who want to make sure they make it.

     

    Your Compass Plan includes:

    • Monthly Live 1-on-1 web coaching sessions - focusing on you!
    • Six months open access to life-changing money management courses
    • Simple, straightforward money planning without the complicated math

    • FREE MoneyMom Ebook – delivered right to your inbox
Testimonials
Michelle was debt free before Michael turned 2.

“I never quite understood how to manage my finances, and
now it is like second nature. The stress has gone away.”

 Michelle G., Orlando, FL

  • Your Expert

    Steven Shagrin

    Steven Shagrin

    Steven S. Shagrin, JD, CFP®, CRPC®, CRC®, CELP, is a seasoned financial consultant with
    proven track record of helping people improving their financial lives. Steve has rich background in the financial industry as
    Executive Vice President, Logix Investment Management, Vice President-Investments, Smith Barney, and as Vice President, Investments, PaineWebber Inc. Steve is Chartered Retirement Planning Counselor, a Certified Retirement Counselor,
    Certified Enhanced Lifestyle Planner and a Certified Money Coach.

  • Plan Features

    You get all this & more:

    • Support and guidance to help you reach 18 goals – you’ll reach them all!
    • Easy-to-understand resources to help you make better financial decisions
    • Access to live events that will build your money management skills
    • Regular updates and motivational notifications to help you stay on track