Welcome to
Compass Planning Associates!


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:
Financial Planning Timeline

Sept 2018

Welcome! Readers of the newsletter have shown a great deal of interest in an article I contributed to about having saved twice your salary by age 35. I took a contrarian view that, yes, you should have saved that much money. This month, I'm expanding on that thought and write about where you should be from a financial planning perspective at various ages.

You may have missed our recent series on retirement. For Retirement, Part 1 - Retirement Savings, click here. For Retirement, Part 2 - Social Security, click here. For Retirement, Part 3 - The Retirement Paycheck, click here.

No matter your age, now is the time to begin planning. If you need assistance, we are here to help you stay On Course!

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

Welcome to
Compass Planning Associates!