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:
Money Lessons for Teens

May 2019



Welcome!

Start teaching your teenagers about money now! They will thank you later (maybe!). If your kids don't have good money habits or you haven't started the conversation with them yet, don't panic. The thing to remember is you need to start somewhere.

Give your teenagers financial skills that will last them a lifetime. If you need assistance, 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!