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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:
Summer Reading

June 2016

Welcome! With summer here, we thought we'd give you some good books that you will not only enjoy reading but also add to your financial savvy! Try reading at least one financial book a year (the more the better, of course!) to help you build your nest egg and ensure a secure future.

If you want to make the most of your income and assets, remember we're here to help you stay On Course! Click here to read if you missed it.

Welcome to
Compass Planning Associates!