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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Our latest newsletter:
Market Volatility in the Fall

September 2017

Fear of October, notorious for some of the worst days in the market, should not affect how you invest. As I mention in the hint, timing the market requires that you're right twice! Read on for some tips on how to approach investing in October -- and every other month, too.

If you want assistance setting your asset allocation and rebalancing your portfolio, remember we're here to help you stay On Course! Click here to read if you missed it.

Welcome to
Compass Planning Associates!