Welcome to
Compass Planning Associates!

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 Wellesley, 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:
Cyber Security -- For You

July 2017



Welcome! It's so easy to become complacent about your personal information. Creating new passwords isn't fun, remembering them even less so. A casual read of an email and a quick response or click can cause havoc with your financial life. Read on -- this month we're giving you great tips on keeping your ID safe.

If you want assistance keeping your financial information secure, remember we're here to help you stay On Course! Click here to read if you missed it.

Welcome to
Compass Planning Associates!