Compass Financial Wellness

Compass Financial Wellness is a financial services practice in Whitesboro, a village just west of Utica in Oneida County. Its mission is to help people reach financial independence by teaching money management skills, with the belief that changing everyday habits is what lets people choose the life they want.

The approach is aimed at business owners as well as households. A big part of the work is creating clear financial boundaries between business money and household money, which is a common stumbling block for people who run their own companies. The practice is a member of the New Hartford Chamber of Commerce.

What to Know

• The focus is on teaching money management skills as a path to financial independence.
• Changing everyday money habits is central to the approach.
• It helps business owners keep business and household money clearly separated.
• Whitesboro is a village next to Utica in Oneida County.
• It is a member of the New Hartford Chamber of Commerce.