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.

Compare plans

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

Barry Ritholtz

In this month’s Chopping Wealth, Brian talks to Barry Ritholtz, Founder and Chief Investment Officer of Ritholtz Wealth Management and host of Bloomberg’s “Masters in Business” po

$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

Christine Benz

Christine Benz is Morningstar’s director of personal finance and retirement planning, co-hosts “The Long View” podcast, and is frequently quoted in The New York Times, WSJ, and CNBC.


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

Invisible Wealth

True wealth isn’t just money—it’s the invisible assets of time, health, and relationships. Time is our most finite resource that compounds when used intentionally. Health provides the f

Shaping Wealth
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.