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:
Roth vs. Traditional IRAs

Mar 2019



Welcome!

Welcome! IRAs (individual retirement accounts) offer a great way to save for retirement beyond your 401(k)s. While it's a complicated subject, we're giving you a primer to help you understand what the differences are and how to think about and use IRAs in different situations.

Take advantage of saving for retirement with IRAs! 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!