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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:
To Buy or Rent

April 2016

Welcome! With the real estate market so competitive and prices soaring, many people are wondering if it makes sense to buy. And, in fact, more and more Americans are choosing to rent. This month, we're talking about buying vs. renting.

If you want advice on whether to buy or rent, remember we're here to help you stay On Course! Click here to read if you missed it.

Welcome to
Compass Planning Associates!