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 Newton, 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:
How to Invest for the Long-Term

September 2016

Welcome! Last year the government changed how the federal financial aid process works by moving the filing date earlier and requiring applicants to use the prior year's tax return. Both of these changes will make it much easier to plan and submit the FAFSA form.

If you want to ask questions on how the FAFSA works, know how to balance between student loans and withdrawing from savings, or how to set up 529s, remember we're here to help you stay On Course! Click here to read if you missed it.

Welcome to
Compass Planning Associates!