Welcome to
Compass Planning Associates!


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:
Year-end Tax Planning with the New Tax Law

Oct 2018

Welcome! It's that time of year to think about year-end tax planning! This year, it's particularly important as the tax laws have changed! Read on for some strategies on how to optimize your filings under the new tax laws.

You may have missed our recent series on retirement. For Retirement, Part 1 - Retirement Savings, click here. For Retirement, Part 2 - Social Security, click here. For Retirement, Part 3 - The Retirement Paycheck, click here.

Don't wait until January to begin your tax planning. If you need assistance, we are here to help you stay On Course!

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

Welcome to
Compass Planning Associates!