Financial Freedom Services
Master your money. Walk in freedom. Build a legacy.
You can’t walk in purpose if your finances are holding you back. At Clever Compass, we help you break free from paycheck-to-paycheck living by teaching you how to manage, grow, and multiply your money with confidence.
This isn’t just about saving a few bucks—it’s about breaking generational cycles, building wealth for your bloodline, and leaving a legacy that outlives you.
What We Offer
Budgeting & Financial Planning
Gain clarity. Reduce stress. Create a plan.
We help you get a full picture of your income, expenses, and goals—then build a realistic, sustainable plan to reach them.
Includes:
✓ Financial intake & goal setting
✓ Custom monthly budget
✓ Spending breakdown & money habits review
✓ Debt reduction plan (if applicable)
✓ Easy-to-follow strategy tailored to your lifestyle
Best for individuals or families seeking financial stability, discipline, and peace of mind.
💡 Business budgeting will now be included under Entrepreneur & Business Support.
Learn how to build wealth the smart and sustainable way.
A beginner-friendly class designed to teach you the building blocks of investing and long-term financial success.
You’ll learn:
How the stock market works
The difference between stocks and ETFs
What retirement accounts are and how to use them (Roth IRA, Individual brokerage accounts etc.)
How to start investing with confidence and build long-term wealth
Perfect for beginners ready to become the wealth builders in their family.
Stock Market Basics & Long-Term Investing Fundamentals
Go deeper in your investing knowledge.
This class is for those who’ve already taken the fundamentals course and want to understand how to analyze the market at a deeper level.
You’ll learn:
How to read stock charts
Understanding candlesticks, trends, and patterns
Time frames, price action, and market behavior
Tools to interpret data for more informed investing decisions
Fundamentals course is required before taking this class.
Chart Reading & Market Analysis
Get personalized answers and hands-on help.
This session is tailored to your individual situation, goals, and questions. Whether you’re just starting or need help fine-tuning your strategy—we’re here to support you.
Includes:
✓ Brokerage and account setup walkthrough
✓ Personalized investment guidance
✓ Support understanding platforms and tools
✓ Q&A time to answer your specific questions
Completion of the Stock Market Fundamentals course is required prior to booking.
1:1 Investment Coaching & Support
Patient, Practical Teaching
We simplify complex financial concepts so you can actually apply them.
Why Choose Clever Compass?
Freedom-Focused Support
Our goal is to help you gain financial confidence—not sell hype or overwhelm you.
Step-by-Step Approach
Each service builds on the last so you never feel lost or out of your depth.
Committed to Legacy
We help you lay a foundation for lasting change—for you and the generations after you.
FREQUENTLY ASKED QUESTIONS
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No experience is required to get started. The Stock Market Fundamentals class is designed for beginners. However, this course is a required prerequisite before taking the Chart Reading & Market Analysis class or booking any 1:1 investment coaching.
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You don’t need to invest real money to take the class. We encourage learning before committing funds. When you’re ready to begin investing, we typically recommend starting with $500–$1,000, but every financial journey is different. The most important part is building knowledge first.
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No, we do not call out “plays” or offer personal stock/trade recommendations. Our services are educational—we teach you how to understand the market and make your own informed decisions. If you're interested in communities that share real-time trade ideas, we can point you toward outside resources.
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No, our courses focus on stocks, ETFs, and long-term investing strategies. Cryptocurrency is not covered in any current curriculum.
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You’re welcome to book additional 1:1 investment coaching sessions. These sessions are available on an hourly basis and can be scheduled as often as needed to support your learning.
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Yes! Group sessions are welcome. Discounts are available:
15% off for groups of 2–4 people
30% off for groups of 5–8
40% off for groups of 9 or more
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Never. Whether you’re 25 or 65, it’s never too late to learn how to manage and grow your money. We tailor our approach based on your goals, timeline, and comfort level.
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We understand that schedules can be tight. If needed, longer sessions may be split across two days with advance notice. If you need more time during a session, we can extend it and charge at the hourly rate.
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Full refund for cancellations made 48+ hours in advance
Partial refund for cancellations made within 24 hours
No refunds for no-shows
Group discounts will be adjusted if any group member cancels
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We accept:
Cash, Visa, Mastercard, American Express, Discover, Klarna, Afterpay, Apple Pay, Zelle, Venmo, and Cryptocurrency. -
No. Investing always carries risk, and results will vary for every individual. Our services are purely educational and are not intended as financial advice. We do not make guarantees regarding investment outcomes, and Clever Compass is not responsible for any gains or losses you may experience while investing. We strongly encourage clients to do their own research and consult with licensed financial or tax professionals for personalized guidance.