Welcome to
Compass Planning Associates!


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:
Maintaining Independence as You Age

May 2017

This month we tackle an important topic -- how to remain independent as you age. Keep reading to gain insight and tips on this important yet difficult topic!

We want to thank Dianne Savastano, founder and principal of Healthassist, a consulting firm providing healthcare advocacy that's often missing in today's healthcare system. She contributed much of the content below, and we are most appreciative!

If you want assistance creating a plan for independence as you age, remember we're here to help you stay On Course! Click here to read if you missed it.

Welcome to
Compass Planning Associates!