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:
Beginning Medicare

September 2014

Welcome! As so many baby boomers are turning 65, this month we're talking about enrolling in Medicare.

If you would like help understanding your medicare options, remember we're here to help you stay On Course!
Welcome to
Compass Planning Associates!