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:
Filing Taxes Under the New Tax Law

Feb 2019



Welcome!

Welcome! Tax filing deadline is right around the corner. Tax payers in Massachusetts and Maine will have until Wednesday, April 17 to file their 2018 taxes; the deadline for everyone else is Monday April 15, 2019. By now, tax documents should be trickling in (either online or in the mail). Here are some tips as you gear up to file your taxes!

As always, 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!