Heather Dmochowski, RP

Registered Paraplanner
Boston, Newton
E-mail: heather@compassplanning.com

Since she joined Compass Planning Associates in 1999, Heather Dmochowski has provided research, data-gathering, and other essential support services to Jennifer Lane and all our financial advisers and their clients. Heather's role at Compass Planning has grown along with the practice, and she's your go-to person who'll relieve you of the burden of many financial planning and account maintenance tasks.

Whether you need to check your balance, research a mutual fund, roll over a 401K, move money between accounts, open a new account, or make a change to an existing account—Heather is the financial professional who will make your day a little easier. She's also the person who will set up your financial planning appointment, making sure all the required documents are in order so your meeting with your planner is efficient and productive.

"I'm happy to offer full-service support to Compass Planning's clients," Heather says. If you have any questions about your financial plan, using the Internet to do your own research, or anything regarding your interactions with Compass Planning Associates—just ask Heather. She'll get an answer for you.

Heather earned the Registered Paraplanner (RP) professional designation from the College for Financial Planning in 2003, and her Bachelor of Science from Worcester State College in 1994.

Heather has a first-hand understanding of what it takes to run a business and manage a budget. Before she came on board with Compass Planning, Heather was a self-employed entrepreneur, running two successful service-oriented businesses. She excels at supporting the diverse needs of Compass Planning's clients including families, individuals, and business customers.