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:
Summer Reading

June 2017



Welcome! Summer is here -- and Sarah Stamp, Sarah Hodge, and I are pleased to share with you our list of reading recommendations for this summer! We hope they provide you enjoyment along with some financial education during your summer days!

If you want assistance enhancing your financial intelligence, remember we're here to help you stay On Course! Click here to read if you missed it.

Welcome to
Compass Planning Associates!