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Welcome to Compass

Navigating down the financial path can be daunting. We’re here to help. Compass is TruWest’s online learning center that provides you with the critical information and skills necessary to take you on a rewarding financial journey.

Get started:

  1. Click on a financial topic below to explore a playlist.
  2. Select a playlist topic to view.
  3. Discover additional playlists. You can save your progress by logging into the Compass platform or registering at the top of the playlist.

Each module takes only a few minutes to complete.  Check back often for new learning opportunities.  Get started on the path to financial fitness today!

Need even more assistance to help meet your long-term financial goals? Visit TruWest Wealth Management Services.

Learn More


Planning for Retirement

Plan now for a secure and happy retirement

Major Life Transactions

Prepare yourself to handle life’s biggest moments!


Financial Basics

Take control of your finances!

Paying for College

Explore how to finance education for you or a loved one.