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:
Individual Stocks in Today's Market

Jan 2019



Welcome!

As we begin the new year, I want to take a moment to address how you might begin thinking about individual stocks you hold within your portfolio. We've been spared volatility like this for a long time so it's worth taking a breath, stepping back, and reviewing the fundamentals before deciding what to do.

As always, 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!