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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Making Love & Money Work in Harmony

June 2014

Welcome! June is traditionally the month of love and marriage. It's a great time to fine tune your joint relationship with money. A difficult topic for some, here are tips that will help you run that part of your lives smoothly.

If you would like help with how to make money a great part of your relationship, remember we're here to help you stay On Course!
Welcome to
Compass Planning Associates!