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:
YWCA New Hampshire Financial Conference for Women

Aug 2018



Welcome! The YWCA of New Hampshire has invited me to give the keynote address for their Financial Conference for Women, which is scheduled for Saturday, September 15 from 9:00 am - 3:00 pm at the Falls Event Center in Manchester, NH.

I'm excited to be part of this event that will focus on helping women develop financial confidence to achieve greater success both professionally and personally.

Below are some details on the conference. I hope to meet some of you there!

-Jennifer Lane, CFP. Read on to learn more.



Welcome to
Compass Planning Associates!