A safe place to talk about money
We listen first, explain clearly, and help you take the next step—at your pace.
Hourly planning for what’s on your mind.
Hourly planning for what’s on your mind.
Pay for the financial planning time you actually need and get practical next steps shaped around your real life.
Invest with a strategy—not headlines.
We’ll help you build an approach that fits your goals, timeline, and comfort with risk.
Learn with us—seminars & replays.
Understand what current financial events may mean for you and your financial plans.
Welcome to Compass Financial Services
“At Compass Financial Services, we create a safe place for our clients as we walk alongside them, carving out a path towards their own goals and dreams.”
– Kurt Pearson, Founder
A safe place to talk about money.
We start with listening. Then we help you understand your options in plain language, so you can take the next step with confidence—at your pace.
- 26+ years serving clients
- Helping clients in 25 different states
- CERTIFIED FINANCIAL PLANNER® professionals
What Brings You Here Today?
Choose what fits best and we’ll point you to the right place.
This is Hidden
I want help managing investments
Build a strategy that fits your timeline and comfort with risk.
I’m saving for college / education
Start planning now so decisions feel less stressful later.
I’m not sure — I just want to talk it through
Ask a question and we’ll start where you are.
Learn With Us: Events + Replays
We host sessions on budgeting, investing, retirement, and other real-life financial decisions. Our goal is to educate you and have you leaving with clear takeaways and answers to your questions.

Popular Financial Resources
Sometimes it helps to read something before you reach out. These are a few of our most‑visited topics—pick what’s been on your mind lately.
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