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:
Your Financial Plan - Part 1

February 2015

Welcome! We especially love to help people with creating and updating their financial plans. It's the best way we've found to help clients identify and then achieve their financial goals. For this month and next, we're taking the time to discuss in more detail what I call the "six tabs" of the financial plan: goal planning, insurance, investments, taxes, retirement planning, and estate planning.

If you want to create or update your financial plan, remember we're here to help you stay On Course!
Welcome to
Compass Planning Associates!