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:

March 2018

Welcome! This past year has opened our eyes to the importance of managing your online identity! Whether you want it to be or not, your information is out there. This month we're giving some tips on how to protect your financial information.

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.

Cybersecurity is vital to your financial well-being -- if you need assistance with protecting your financial assets, we are here to help you stay On Course!. Read on to learn more.

Welcome to
Compass Planning Associates!