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!
Follow us on Twitter
Our latest newsletter:
Create Your Own Financial Dream Team
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.
As we close 2018 -- and the 18th year of On Course -- we want to wish all of you the best of the season, thank you for your support, and hope that 2019 will be a special year for each of you. If you need assistance, we are here to help you stay On Course!
-Jennifer Lane, CFP. Read on to learn more.