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:
On Course - Tax Planning For the End of the Year
We at Compass Planning appreciate the understanding and support from all of you as we move through this pandemic. Thank you.
If you need assistance organizing your finances for tax preparation, we are here to help you.
-Jennifer Lane, CFP. Read on to learn more.