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:
Stay on Track for the Holidays

October 2017



Welcome and Happy Halloween! Our annual savvy holiday spending edition is here a little earlier than usual because the more time you have to plan, the better your spending outcome will be. Last minute, slightly panicked shopping causes stress on you and your pocketbook!

If you want assistance making good choices for your financial future, remember we're here to help you stay On Course! Click here to read if you missed it.

Welcome to
Compass Planning Associates!