Counseling Forms

If you have made an appointment for financial counseling at Compass Point you will need to download the forms below, completely fill them out and bring them to the counseling session with you. Thank you.


Financial Planning Tools
The following free forms will help you to better plan for a healthy financial future.

Financial Links
The following links and resources are to help plan for a healthy financial future. They are brought you by the partnering organizations of the Compass Point Financial Counseling Ministry.

The Compass Point Finance Counseling Team offers FREE, one-on-one financial counseling that helps you gain control of your finances. Learn Biblically-based money management techniques designed to give you practical assistance:

  • Create a budget that works
  • Calculate your debt free date
  • Learn how to save money
  • Learn how to invest money
  • Learn how to reduce spending
  • Learn how to budget with your spouse

Each 90-minute financial counseling session is available by appointment only and is usually conducted at 8:30 a.m. on Sunday mornings.  Childcare is provided.  If you would like to schedule an appointment, please use the form below and someone will contact you.