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:
Families, Kids, and Money

March 2017

Welcome! As we frequently discuss, money is a difficult subject. And, often times, families face the challenge of managing the finances while trying to raise financially responsible children. You can do it. This month we're giving you tips that should help.

If you want support creating a strong family financial life, remember we're here to help you stay On Course! Click here to read if you missed it.

Welcome to
Compass Planning Associates!