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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:
Savvy Spending This Holiday Season

October 2014

Welcome! It's that time of year when we all begin thinking about the upcoming holidays. Take the time now before the hustle and bustle hits in earnest to plan your holiday spending, and you'll make the season as meaningful and stress free as possible.

If you need assistance in developing a plan, remember we're here to help you stay On Course!
Welcome to
Compass Planning Associates!