About

Meet Our Team

Jennifer Lane,CFP®
CERTIFIED FINANCIAL PLANNER™

Sarah Stamp,CFP®
CERTIFIED FINANCIAL PLANNER™

Sarah Hodge,CFP®
CERTIFIED FINANCIAL PLANNER™

Heather Dmochowski
Registered ParaPlanner

Beth Bond
Operations Manager

Discover Compass Planning

Compass Planning Associates is a team of experienced financial experts offering fee-only financial planning and investment advisory services. We offer one-on-one, hands-on guidance customized to your particular needs and goals -- a personal level of service, care, and attention larger firms just can't provide. Our combined knowledge and experience, coupled with our interactive approach, makes Compass Planning Associates the right choice for those seeking their own personal team of financial advisors. What makes us different:

  • We are friendly, accessible, and we practice open communication with our clients.

  • We provide comprehensive, fee-only services, so there are no commissions, no hidden charges, no surprises. You'll know your costs upfront.

  • Our offices are welcoming, casual, and relaxing. Financial planning doesn't have to be stressful!

  • Under the leadership of your primary personal advisor, you'll benefit from the resources and dedication of our entire team.

Your financial well-being is at the heart of our business.


Our Approach Puts You First

Your personal financial advisor will work with you to chart a smart financial course and then help you stay on track. Whether developing investment strategies or planning for retirement or college, Compass Planning's close relationship with each client delivers focused solutions based on your individual needs and realistic goals.

With our offices in downtown Boston and Wellesley, Mass., we make it easy and convenient for you to start putting a financial plan in place today -- no matter your age, career status, level of financial savvy, or size of your bank account. It's never too early or too late to get started!

Email info@compassplanning.com or call us at 888-320-9993 to schedule your initial consultation.