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:
Retirement- Part 3

February 2018

Welcome to the last installment of our three-part series on retirement planning. We grow so accustomed to having a paycheck deposited into our bank accounts like clockwork. And when you retire, the deposits stop. Then what? Read on the learn how to make your nest egg last.

If you missed Retirement, Part 1 - Retirement Savings, click here. For Retirement, Part 2 - Social Security, click here.

Read on to learn more.

Making the move to retirement can be challenging -- if you need assistance navigating the changes or planning for your retirement, remember we're here to help you stay On Course! Click here to read if you missed it.

Welcome to
Compass Planning Associates!