Welcome to
Compass Planning Associates!


Steer Your Financial Course

Compass Planning Associates helps families, individuals, and small-business clients achieve financial security, knowledge, and control over their money. Our fee-only, client-centered approach provides education and guidance to help you achieve your financial goals and dreams.

With offices in downtown Boston and Newton, Mass., Compass Planning Associates will work closely with you on all of your financial planning needs. We offer a variety of services and plans customized to meet your individual needs. No minimum level of assets is required, and it's never too early or too late to learn how to become financially savvy!

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Our latest newsletter:
2016 Tax Preparation

November 2016

Welcome and we hope you had a great Thanksgiving! We're tackling tax prep earlier than usual this year so you can be sure you don't miss potential strategies that you must take advantage of before December 31. In addition, you'll find a good primer on getting organized now and making sure you don't miss the tax reporting forms on their way to you in early 2017.

If you want support with your 2016 tax planning, remember we're here to help you stay On Course! Click here to read if you missed it.

Welcome to
Compass Planning Associates!