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 Wellesley, 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:
Spring Housing Tip

April 2017

Welcome! It's spring and time for our annual housing edition. Take stock of where you are now and where you want to be in the future. The housing market has swung to favor the sellers, but doing your homework will help you.

If you want guidance with your planning, remember we're here to help you stay On Course! Click here to read if you missed it.

Welcome to
Compass Planning Associates!