Navigate a Path to True Wealth
Financial Insights and Education to Empower Your Journey
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Want to learn more about what we can do for you?
Strategies for True Prosperity
At Compass, we’re dedicated to empowering individuals, families and small businesses through financial consulting, coaching and education. We emphasize strategic insights and a collaborative partnership with each client. Our goal is to establish a supportive partnership with you, providing insights at every step of your financial journey. Guided by principles of collaboration, transparency, and a holistic approach, we help you build your strategy to reflect your unique goals, bringing success across all aspects of life.
What is True Wealth?
We believe wealth is so much more than money. Our definition for wealth includes four pillars: financial health, physical health, relationship health and mental health. While our services focus primarily on the financial dimension, we coach our clients to use money as a means to enrich these other dimensions and to focus their values and goals more holistically. We also believe “financial freedom” is achieved not only by accumulating money but also by reducing one’s dependence upon money.
Our Services
We provide a wide range of services and education across core financial planning areas. We view financial planning as a dynamic, long-term strategy, similar to a business plan that evolves with your changing needs for all stages of life. Think of your financial life like an orchestra – there are lots of instruments that go into making it beautiful, and you are the conductor. We empower you to ensure that the many different musicians are working in unison to produce one, cohesive masterpiece.
Cash Flow Management
Optimize your cash flow with strategies for effective budgeting, reduced expenses, and mastery of your cash flow.
Debt Management
Alleviate financial stress with debt management strategies, including debt consolidation, reduction, and optimization.
Investment Education
Empowerment to understand your investments, evaluate different approaches, and make confident, informed decisions.
Tax Planning
Learn to optimize taxes in cash flow, debt, capital gains/losses, and tax-advantaged accounts like 401k’s, IRA’s, and Roth IRA’s.
Retirement Planning
Secure a brighter future with strategies for lasting stability, empowering confident and peaceful retirement living.
Financial Coaching & Education
Gain control of your money mindset and/or receive education on any of the aforementioned subjects.
Our Team
At Compass, we are committed to helping you achieve financial success. We provide educational guidance, insights and action‑oriented planning tools that empower you to shape your story, your way.
To help you understand our philosophy, allow us to share a bit of our story. In 2018, we took a sabbatical to sail the Pacific coast of Mexico and Central America—a pause that reminded us what truly matters. During that time, we founded Compass for Kindness, a 501(c)(3) supporting the communities we met along the way. When we returned, we built Compass for Wealth around those same values. Today, with Britt as a Certified Financial Planner™ professional, educator, and coach, we draw on the lessons from reshaping our own life and financial story to help others shape theirs with intention.
Britt Kolesar, CFP®, CAP, MBA
Co-Founder
Comprehensive Financial Planning
Matt Stoltzfus, MBA
Co-Founder
Market Research, Business Operations
Testimonials
This section highlights positive testimonials from clients, showcasing their experiences and satisfaction with our services.
“Britt brings a rare blend of technical expertise and compassionate guidance to financial planning. Her holistic, judgment-free approach made it easier for me to engage with my finances and achieve meaningful goals.”
Leah R.
Entrepreneur
“Britt is a professional, knowledgeable and relatable financial coach who guided me thru improving my financial management.”
Angela C.
Government Contractor
“I am grateful to you for your guidance and for assisting me in getting to retirement. Thank you!”
Donna B.
Retiree
“I used to experience significant financial anxiety, and now I feel equipped and supported as we make decisions about our future.”
Hannah P.
Investor
Free Strategy Call & Client Meetings
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Legal Disclaimer – All information provided by Compass for Wealth is educational in nature and does not constitute personalized investment advice. Compass for Wealth is a financial consulting, coaching and education practice and is not a registered investment advisor.