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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:
The kids are home - and so are your parents!

May 2015

Welcome! Researchers say there's a continuing trend to multi-generational families. As you can imagine, people have varied reactions when a grown child or their own parents move in with them. If you decide such a move makes sense for all of you, then you need a plan! This month we're giving some tips to make the transition smooth.

If you want help on how to plan your finances for a multi-generational family, remember we're here to help you stay On Course! Click here to read if you missed it.

Welcome to
Compass Planning Associates!