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 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 SWOT Team

November 2014

Welcome! You are busy -- work, family, and community demand your attention. It's no surprise that financial planning falls off the radar until it's too late. Today we're discussing how you can use a financial planning SWOT team to help you get started.

If you want help in putting together your financial SWOT team, remember we're here to help you stay On Course!
Welcome to
Compass Planning Associates!