Financial Literacy Education

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!

4-part Financial Workshop Series presented by Compass Center, Wells Fargo & Chapel Hill Public Library

  • 8 rules of thumb to financial health: May 1st, 6-7:30PM
  • Let’s talk about credit: May 8th, 6-7:30PM
  • Paying for college: June 5th, 6-7:30PM
  • Protection from Fraud & Identity Theft: June 12th, 6-7:30PM


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!

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