Welcome!

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:
Money Tips for the New Year

Jan 2016

Welcome! Here we are again in the season of resolutions and renewal. As we do each year, we're giving you some tips in the hope that you will continue on your successful financial journey.

If you want guidance in making 2016 the best year yet, remember we're here to help you stay On Course! Click here to read if you missed it.

Welcome to
Compass Planning Associates!