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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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Our latest newsletter:
Your Digital Estate

Aug 2015

Welcome! Making a will is on everyone's to-do list, as it should be. Whether you're doing your annual update or beginning the process, remember to include your digital estate -- it involves so much more than just closing out your email accounts. Read on for some tips.

If you want help planning your digital estate, remember we're here to help you stay On Course! Click here to read if you missed it.

Welcome to
Compass Planning Associates!