Welcome to
Compass Planning Associates!

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:
Employer Open Enrollment

October 2016

Open enrollment provides the perfect time for you to review all the benefits your employer offers. Look closely to see if you are not using benefits that make sense or are using other ones that aren't necessary. This month we're giving you some tips on what to do.

If you want support navigating the open enrollment period, remember we're here to help you stay On Course! Click here to read if you missed it.

Welcome to
Compass Planning Associates!