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:
Retirement- Part 2

January 2018

Welcome to the second installment of our three-part retirement series. The new year brings updates to Social Security. We want to point out some key changes that take effect for 2018.

Read on to learn more.

Social Security benefits can be quite confusing -- if you need assistance navigating the changes or planning for your retirement, remember we're here to help you stay On Course! Click here to read if you missed it.

Welcome to
Compass Planning Associates!