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:
Plan for Rising Interest Rates

July 2018

Welcome! With the Federal Reserve having raised interest rates twice already in 2018 and with the expectation of continued increases to come, we felt it was important to discuss how the rising interest rate affects different areas of your financial life.

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.

Prepare for rising interest rates. If you need assistance we are here to help you stay On Course!. Read on to learn more.

Welcome to
Compass Planning Associates!