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Compass: Financial Pathways

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Meaningful conversations with our members to understand the root of their financial needs has always been a part of the personalized service here at UMassFive. Embodying this spirit to empower our members, we are proud to offer the Compass program.

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Meet with one of our Money Guides for a financial health check, and to establish action items for any financial goals you would like to achieve!

Members who partner with a Money Guide will work to complete a financial analysis that includes a budget and a credit review, as well as addressing individual goals. This journey may require 2-3 appointments.

Money Guides work with you one-on-one to review your goals, financial health, and establish a plan to get you on track. Meet with us to discuss:

  • Creating and maintaining a budget
  • Creating a plan to pay down debt
  • Setting financial goals and creating a plan to achieve them
  • Guidance on saving
  • Building or improving your credit
  • and more

Have a conversation with one of our Money Guides!

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