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:
Staying On Track
As your shopping for the holidays nears its end, we're giving you a checklist to help gauge where you are from a financial perspective -- with some tips to help you get back on track if needed.
We wish each of you a wonderful holiday season. Thank you for support, and hope you have a prosperous 2020! All the best from the Compass Planning team.
-Jennifer Lane, CFP. Read on to learn more.