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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The Equifax Data Breach

September 2017

The Equifax breach is unchartered territory in terms of the scope of impacted Americans. Reports are estimating that this data breach has impacted an estimated 143 million Americans.

So...we can all assume that we were impacted by this breach and the result is that we all need to be even more diligent.

Please read our newsletter for suggested actions. Please Click here.

Welcome to
Compass Planning Associates!