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:
On Course - Special Edition - The CARES Act - Required Minimum Distribution

April 15, 2020



Welcome!

The Compass team are all doing well -- if not getting a little tired of working from home (at least I know I am). We're also happy to see the security increases Zoom has been making, and we continue to meet by phone and on join.me as well.

Under the CARES Act, required minimum distributions from retirement accounts are not required this year, should you still take yours?

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



Welcome to
Compass Planning Associates!