Financial Consultation

Financial Consultation

CompEAP provides financial planning assessments, debt management consultations and resources. Financial consultations are available for the following: budgeting, money management, debt management, debt crisis, retirement planning, college planning, tax resources, insurance planning, estate planning.

What does my financial consultation include ?

  • Telephonic consultation with a Financial Counselor including a Certified Financial Planner, Certified Public Accountant or Credit Counselor.
  • Telephonic consultation with an attorney. 

Take a look at our Financial and Legal section, which contains articles, videos and webinars. 

Contact a counselor for support

Select one:

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Talk with a counselor now

Counselors available 24/7, 365

Call 800-344-1011
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Schedule an appointment

Book an appointment and we will contact you

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Text us to get started

Monday through Friday 9am-5pm EST

Text 781-999-0902