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:
Spring Cleaning for Your Finances

February 2017

Welcome! It's a great time of year to do a little spring cleaning on your finances! You've probably completed -- or are near completing -- your taxes so you have a lot of your financial info already together. Take it one step further and follow the tips below.

If you want support maintaining an organized and updated financial life, remember we're here to help you stay On Course! Click here to read if you missed it.

Welcome to
Compass Planning Associates!