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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:
How to Invest for the Long-Term

August 2016

Welcome! Up and down . . . Up and down . . . That's what the market does. With most eyes on the election, the market volatility seems to be magnified. As I write in the answer to this week's question, no matter what season, investors will be worried about external events adversely affecting their investments. This month we're talking about how to stay focused on the long term because market timing just does not work.

If you want to create a long-term investment strategy, remember we're here to help you stay On Course! Click here to read if you missed it.

Welcome to
Compass Planning Associates!