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:
The Importance of Asset Allocation and Diversification

August 2019



Welcome!

Asset allocation, which should be an important component of your investing, is the percentage of your portfolio invested in stocks, bonds, and cash. It determines how the markets and inflation affect your portfolio. This month we're talking about how you can consider allocation and diversification to manage risk within the framework of investment goals and time horizon.

If you want help understanding how asset allocation would work in your own investments, please contact us with any questions, and let us help you stay On Course!

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



Welcome to
Compass Planning Associates!