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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Money Tips for the New Year

December 2014

Welcome! The holidays are in full swing with 2015 on the near horizon. As we do at this time every year, we're talking about putting your finances in order for a successful year. So find some time in the midst of the glitter and twinkle to give yourself the gift of financial security.

As we close 2014, we at Compass Planning want to thank you, our readers, for your continued support. If you have specific topics you would like us to cover in the coming year, just drop a line to OnCourse@CompassPlanning.com. We love to get your feedback. Remember we're here to help you stay On Course!
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