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:

May 2016

Welcome! Retirement! Most everyone dreams of that day, but, as it nears, questions and doubts begin creeping in about how to make sure retirement will work. Whether your retirement is near or far away, check out our tips on how to prepare for a fulfilling and financially secure retirement.

If you want to plan for a smooth retirement, remember we're here to help you stay On Course! Click here to read if you missed it.

Welcome to
Compass Planning Associates!