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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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To Rent or Buy

March 2014

Welcome! Last year about this time, we wrote about how to sell your house. In just a year, there has been a dramatic turnaround! What was a buyer's market has become a seller's market. If you are thinking about buying a house, it may be fiscally wise to spend some time making sure that's the right choice given what's going on in real estate in and outside Boston.

If you'd like help figuring out whether to buy, how much to spend, and what to budget, remember we're here to help you stay On Course!
Welcome to
Compass Planning Associates!