Transform your client relationships and elevate your wellbeing with Compass—the ultimate platform for “human-first” financial guidance.

Get instant access to cutting-edge content, coaching, and tools designed to inspire, build trust, and change lives.

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Why use Compass?

Engage Powerfully

Gain original insights and impactful tools to achieve funded contentment for clients and yourself.

Learn and Grow

Engage a dynamic alternative to traditional learning with innovative Continuing Education content.

Delight Clients

Leverage shareable, client-friendly resources to spark meaningful conversations about what truly matters in life.

Become Happier

Address the challenge of advisor wellbeing in today’s frenetical-paced, information-saturated world.

Start now with free access to our content!

Dive into the popular Chopping Wealth interview series to gain insights from experts in human behavior, psychology, financial planning, and beyond. Explore the connection between health and wealth with Shaping Health, or discover our latest featured blogs and podcasts for even more valuable perspectives.

MAXIMIZE YOUR COMPASS EXPERIENCE

Compass is a dynamic platform providing original content and coaching on a weekly, monthly, and quarterly basis. Designed for simplicity and shareability, Compass offers three subscription levels, each tailored to enhance your experience through an intuitive dashboard. Discover countless opportunities for growth, creativity, and connection with the subscription that fits your needs. Find your ideal plan below!

FREE

Experience Compass Core content

Elevate your skills in delivering impactful behavioral advice and build a foundation for a human-centered approach to financial planning.

Share valuable content with clients
Access expert discussions each month
Flexible pay-as-you-go CE Credit options

Free sample for Compass Free

Corey Hoffstein

Corey Hoffstein is the CEO and Chief Investment Officer of Newfound Research, a quantitative investment and research firm based in the Greater Tampa Bay Area, United States.

CE
1 hour

$149 Per Year

Experience Compass CE content

Earn unlimited CE credits while engaging with our content. Access hours of CE-approved material with just a click. Enjoy everything Compass Core offers, plus:

Unlimited CE credit
Expert-led workshops
Discounts on live events

Free sample for Compass CE

Chantel Prat

Chantel Prat is a University of Washington Professor specializing in cognitive neuroscience and linguistics. She is also the author of the bestselling book “The Neuroscience of You”.

CE
1 hour

$150 Per Month / $1,500 Per Year

Experience Compass Pro shareable content

Unlock the full range of behavioral coaching and content with our top-tier subscription. This level gives you complete access to all Compass features, including live sessions with the Shaping Wealth team.

Shareable client-facing content
Exclusive live training sessions
Monthly “Office Hours” group coaching and consultation

Free sample for Compass Pro

Ikigai

What is the secret to a meaningful life? And how do we figure this out in the midst of modern living’s endless bustle? One answer is an ancient tool from Japanese culture called “Ikigai.”