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:
Stay On Track Between Financial Reviews

October 2019



Welcome!

How should you plan to stay on track in between financial reviews, whether you do it yourself or with your financial planner? Debt pay down, asset accumulation or retirement -- it's an ongoing process. This month we're giving you tips on how to make sure you are on the right financial track.

If you need assistance in reviewing how you're doing on your financial planning, 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!