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Financial Literacy Education

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Compass Center provides financial literacy education workshops and individual financial counseling to help you on your path to financial independence. 

What Can I Expect From Financial Counseling?

Individual financial counselling provides a one-on-one atmosphere with a financial counselor to help you discuss your personal finances. Whether it’s the basics of budgeting and saving or more complex issues like refinancing your mortgage, we match you with a counselor that will fit your needs.

Each session is 90 minutes long and provided at our office. Some of the most common issues we see are:
–          Debt
–          Divorce
–          Budgeting
–          Saving and Retirement
–          Investing

Financial Education Workshops

Workshops are held in our office or around the community. Come to participate or sit back and listen, we cover all parts of personal finance from saving and budgeting to credit repair and pensions. Click below to see our upcoming schedule for workshops!

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Financial Literacy Education

90 minute in-person appointment with a financial counselor. This is an informal meeting, however, we will provide you with a monthly budgeting sheet to fill out and bring to your appointment.  A small intake to assess your needs will be taken over the phone before you schedule your appointment and budgeting sheet will be sent you via email. To schedule, please call 919-968-4610.

Please check back with us for our upcoming schedule of workshops!

Our Volunteer Income Tax Assistance (VITA) program is available to those who are filing for the current tax year.  VITA tax preparers are volunteers who are trained to file specific tax returns. As a result, there may be tax returns that are not eligible for this tax program.  We will begin making appointments in February of the current tax year, please reach out to us at that time for a short screening to see if your tax return qualifies for VITA.

Appointments are not held in our office, and will be made in advance based on your schedule and the most convenient VITA center near you.

Please note: The VITA tax program can only file taxes for the current tax year. We cannot assist with back taxes.

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