VIA COMPASS

WELCOME!

Start your financial journey on VIA COMPASS - the road that leads to your destination points -  financial stability, financial security and financial independence. 

We will keep you company as you navigate your way towards your destination.  Take your compass, Destination Points - A Values-Driven Journey.  It sets the goalposts for your destination points to make your financial journey a little easier.

As you browse our site, you will discover a unique learning experience that will enable you to make informed financial decisions.  

 It's time you take charge- claim your copy, just released!

DESTINATION POINTS: A Values-Driven Journey

Your questions and comments are welcome. Visit our blog here http://www.viacompass.blogspot.com



Our Mission

To help you to make informed financial decisions through education, professional direction and support.

What Makes Us Unique                          

• We do not sell financial and insurance products. We educate you about them.
• We are not associated with insurance and investment companies, brokers, agents, financial advisors and representatives.
• We understand the complex financial and insurance products sold in the market and we make it our business to help you understand them well.
• We do not provide legal, tax and investment advice.
• We are your personal finance advocate committed to ensure that your best interest comes first.

  ---

 What We Do

• intercede in your behalf to get answers to your questions and concerns
• provide the appropriate questions to ask of your representative
• review, identify and organize your policies, statements and contracts to ensure they are current and serving your purpose
• provide unbiased review of sales proposals to make sure they are suitable for your situation and serve your best interest
• design your personal roadmap that is focused on your goals and not directed towards products for you to buy.

  ---

Other Ways Via Compass Helps You - click HERE 

Reserve a date. Choose from a number of financial education topics below and we'll be there to present to your group. The presentations are 30-45 minutes in duration and can allow for a15-minute Q&A. Some of the topics are:

1 Outsmarting Investment Fraud

2 Understanding Stocks and Bonds

3 Questions to Ask of Your Sales Representative About Investment Products 

4 Saving, A Fixed Expense but a Variable Amount

5 How to Hold Your Agent/Broker Accountable for Sales Made to You

6 The 3 F's in Your Financial Journey

7 Annuities- Variable, Immediate, Fixed: Do You Know the Difference?

Contact us  for more information.

Thought you might like to know....

It is a special honor to be selected to receive the FINRA Foundation Military Spouse Fellowship Award for the AFCPE Accredited Financial Counselor program. Click HERE to learn what it means

2012 Schedule

May 25, 2012: Book signing at Associated Bank, 100 W. Wisconsin Avenue, Neenah, WI - 2:00 pm-4:00 pm 

May 11, 2012: Maria will teach JA Economics for Success at Shattuck Middle School, Neenah WI

April 21, 2012: Maria will be a speaker during Money Smart Week sponsored by the Federal Reserve Bank of Chicago and supported by the state of Wisconsin Governor's Council on Financial Literacy.

Location: Neenah Public Library, Room 109

Times:      

1:00 pm -2:00 pm Outsmarting Investment Fraud

2:00 pm -3:00 pm How Do You Know If You Are  Financially Stable?

April 7, 2012:  Book signing at Bookland, Downtown Neenah 244 W. Wisconsin Avenue, Neenah - 11:00 am - 1:00 pm

2011 Schedule

March: Maria is volunteering her time to teach Junior Achievement classes at St. Margaret Mary, Neenah WI

March:  Maria volunteers as a business mentor during the Business Challenge Day for high school students at University of Wisconsin-Oshkosh

May: Maria teaches JA Economics for Success at Shattuck Middle School, Neenah WI

November 5, 2011

Money Conference at Fox Valley Technical College, Appleton WI -Maria will present an hour long documentary, 'Tricks of the Trade: Outsmarting Investment Fraud' developed by FINRA Investor Education in partnership with AARP.

November 19, 2011

Maria completed the H&R Block Income Tax Course through the fellowship awarded her by FINRA Investor Education Foundation Military Spouse Program.