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:
Retirement- Part 1

December 2017



Welcome! For the next three newsletters, we'll be talking about everyone's favorite subject: retirement. We'll be covering retirement savings, social security, and investment withdrawals and rebalancing. For this month, we're tackling retirement savings and planning.

Read on to learn more.

IIf you want assistance planning for retirement, remember we're here to help you stay On Course! Click here to read if you missed it.

Welcome to
Compass Planning Associates!