Savings Optimization
A personalized review of your spending and a step-by-step plan to redirect cash toward goals that matter.
Your personal financial guide
Find your bearings. Grow your wealth.
SpendingCompass helps you take control of your money — spend less, save more, and invest with a clear plan. Tailored advice from real people, starting at just $15.
- 4.9 average rating
- No long-term contracts
- Cancel anytime
What we do
Advice that meets you where you are
From your first budget to a fully managed portfolio — three clear ways to work with us.
Investment Advisory
Monthly insights across stocks, ETFs, and digital assets — built around your risk profile and time horizon.
Portfolio Management
Hands-off, fully managed investing. We build it, rebalance it, and report on it — you stay focused on living.
How it works
Three steps to a clearer financial picture
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1
Tell us about you
Share your income, goals, and current habits in a short, secure questionnaire.
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2
Get your plan
An advisor builds a tailored roadmap — savings targets, investment ideas, and next actions.
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3
Track and grow
Check progress monthly, adjust as life changes, and watch the compounding do its work.
Pricing
Simple plans. No surprises.
Start small, scale when you're ready.
Savings Optimization
Best to start with
$15
one-time
- Personalized spending review
- Custom savings roadmap
- Goal-tracking templates
- Email support for 30 days
Investment Advisory
Grow with guidance
$75
/ month
- Monthly investment briefings
- Stocks, ETFs & digital assets
- Portfolio allocation guidance
- Priority advisor chat
Portfolio Management
Fully managed
10%
of net earnings
- We build & rebalance your portfolio
- Performance-based fee
- Quarterly strategy reviews
- Dedicated advisor
Ready to point your money in the right direction?
Start with a $15 savings review — no subscription required.