Please use this page to book your appointment with Adrian for your financial coaching sessions. Your first appointment usually lasts about 2 hours, and follow up appointments are about 1 hour, whether they occur in person or virtually. Please be sure to bring your pay stubs, last year’s tax returns and any other financial information you want to discuss to this appointment.

If you have any trouble scheduling your appointment please call or email Raudo Perez at (781) 584-4355 ext. 103 or rperez@compassworkingcapital.org.

 

Meet in Boston

Meet at Compasses office in downtown Boston at 89 South Street (near South Station).

 
Meet Online

Meet online using a RingCentral Meetings video call. You can join the appointment on your computer or by using the RingCentral Meetings app for iOS or AndroidClick here for directions on attending our online appointments.


Learn More about Adrian

Adrian joined Compass after spending several years in the financial and legal fields. Click here to read his full bio.