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:
Retirement Questions

August 2014

Welcome! Last fall we published a three-part series on retirement that proved to be among the most popular newsletters we've published in the last 14 years! This month, we're showcasing three common retirement issues with tips on how to handle them.

If you would like help with how to make money a great part of your relationship, remember we're here to help you stay On Course!
Welcome to
Compass Planning Associates!