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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Spring Insurance & Estate Planning Checkup

April 2018

Welcome! Many people set up their various insurance coverages and estate planning documents -- and then forget to review or update them! Not a good idea because life situations change. You've finished your taxes so it's a great time to do a spring insurance and estate plan checkup. Use the questions below to see how you're doing -- and whether you need to update any of your insurance or estate plan documents.

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.

Insurance and estate planning are important assets in your financial planning -- if you need assistance with a financial checkup, we are here to help you stay On Course!. Read on to learn more.

Welcome to
Compass Planning Associates!