$50 Off Setup & Grow Through Jan 2nd! The holiday gift of a wealthy future!

Simple Habits. Lasting Prosperity.

Tired of feeling behind with money?

I’ll help you feel in control of your financial future.

Start with a Setup & Grow session.

Your Long Term Wealth is What Matters

The Compass Prosperity Approach

Your journey to financial confidence starts simple.
I’m your financial coach — here to help you get organized, open the right accounts, build the right habits, and feel calm about your money. Together, we’ll build a system that makes wealth creation automatic, not complicated.

👥 Perfect for:
Busy professionals and families who want to stop guessing and start growing — especially parents and grandparents helping the next generation get started.

Yes — even babies can have investment accounts! I’ll help parents and grandparents open custodial brokerage and Roth IRA accounts for kids, so their investments grow for decades more —

before they even touch it!

We’ll walk through all of this step by step in your

Setup & Grow session.

Setup & Grow

Your First Step to Stress-Free Investing

1. Open & Setup Accounts

2. Automate Deposits

3. Invest Wisely

Perfect for:
Parents • Grandparents • Teens • Young Adults

A one-time session where we open your accounts, automate your investments, and build a simple system that grows your wealth quietly in the background — so you can stop guessing and start growing.

💵 Starting at $300

Holiday Special: $50 off through Jan 2nd 2026!

Get My Accounts Set Up →

Coaching Engagements

If you’re ready to go deeper — to build long-term financial systems and habits that grow with you — structured coaching is the next step.

Each engagement is personalized around your goals, pace, and priorities.

💼 Starting at $1,500

Schedule a Free Intro Call

Resources

Learn, Understand, and Take Confident Action

Good investing isn’t about secret tricks — it’s about simple systems that actually work.
Here are the books and sites I recommend most often — the same ones that inspire my coaching approach.

If you’re not sure where to begin, Setup & Grow is the simplest place to start.

📚 Recommended Books

The Little Book of Common Sense Investing — John C. Bogle

Why most investors underperform — and how simple index funds quietly build wealth over time.

Investing Made Simple — Mike Piper, CPA

Fantastic for beginners and experts alike. Piper explains what habits lead to success, and why.

🌐 Trusted Online Resources

Bogleheads.org and reddit.com/r/Bogleheads — Community for evidence-based investing.
Morningstar.com — Research on low-cost funds.
Investor.gov — Straightforward investing basics

Vanguard, Fidelity, Schwab — Great platforms to open accounts and automate investing.

🧒 Investing for Kids & Teens

UGMA / UTMA Accounts — Investment accounts you can open for minors that transfer at age 18.
Custodial Roth IRAs — Great for kids with earned income from babysitting, mowing lawns, or small jobs.
529 Plans — Education-focused, tax-advantaged accounts.

Trump Accounts - Created with the One Big Beautiful Bill. Available in ~mid 2026.

We’ll walk through every one of these options during your Setup & Grow session.

🧭 Compass Prosperity Guides

Free step-by-step guides on account setup, automation, and investment basics.

Go to Compass Prosperity Downloads

About Me

A steady path beats a lucky sprint.

I started investing in my early 20s and lost nearly everything with an expensive broker who was gambling, not investing.

That experience changed how I saw money. I stopped chasing “hot stocks” and learned to quietly build wealth — invest simply, consistently, and automatically.

Over time, I realized investing isn’t about predicting markets. It’s about consistently putting money to work in low-cost index funds, inside the right accounts. That shift gave me freedom — not just financial, but mental.

Why I Coach

I’m married with two kids and help care for aging parents, so I understand the balance between saving for tomorrow and living life today.

Money touches everything: family, security, time, peace of mind. Coaching people toward calm, confident financial habits is how I give back what I’ve learned.

I believe financial independence isn’t a finish line — it’s a mindset. It’s when you control your money instead of letting it control you.

How I See Investing

I love the outdoors, travel, and endurance sports. Success in both running and investing comes from pacing yourself and showing up consistently.

I don’t care about the podium — I care about finishing strong. If you’re in the right race and stay in it, you’ll do incredibly well over time.

If you want a simple, confident start, Setup & Grow is where we begin.

Frequently Asked Questions

Please reach out at george.feese@compassprosperity.com if you have more questions or want to connect.

Is Setup and Grow right for me?

Yes — Setup & Grow is designed as the easiest first step for anyone who wants to start investing confidently. Whether you're a parent setting up your own accounts, a grandparent opening an account for a grandchild, or a young adult getting started, we’ll walk through everything together.

Are you a financial advisor?

No — I’m a financial coach. That means I don’t sell investments or earn commissions. I teach you how to take control of your finances and build your own system for saving and investing.

How is coaching different from advising?

A financial advisor manages money for you. I help you learn the habits, systems, and knowledge to confidently manage your own — without confusion or jargon.

How much does it cost?

Setup & Grow starts at $300.
Multi-month coaching starts at $1,500.
No hidden fees, no upsells, no subscriptions. Transparent pricing, always.

What happens during the 15-minute Intro Call?

It’s a short, no-pressure chat to help you see if Compass Prosperity is a fit.
No sales pitch — just clarity on what you want and how I can help.

Is coaching confidential?

Absolutely. This is a judgment-free space where you can be open about your goals, habits, and numbers — so we can make real progress together.

Contact

Let’s Start Your Path to Financial Confidence

You’ve read the ideas and seen the process. The best next step is simple — let’s talk.

Whether you have a quick question or you’re ready to start your Setup & Grow session, I’d love to hear from you.

📅 Start Setup & Grow today — or book your free intro call if you have questions.

💙 Give the next generation a head start — Setup & Grow works for your kids and grandkids too.

📧 george.feese@compassprosperity.com
🏢 Compass Prosperity LLC

Compass Prosperity LLC

www.compassprosperity.com

george.feese@compassprosperity.com

Disclaimer

Compass Prosperity LLC provides financial education and coaching services. We are not registered investment advisers, brokers, or tax professionals, and we do not provide personalized investment, legal, or tax advice. All information on this website is for educational purposes only. Clients are encouraged to consult with licensed professionals before making investment or financial decisions.

Setup & Grow is the choice to start your future!