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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.

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 - Multigenerational Living

Aug, 2022

Welcome. We at Compass Planning continue to appreciate your support. Thank you.

So much of the work we do at Compass Planning is helping clients move through the phases of their lives. Retirement is a particularly big phase that often puts clients in the fortunate situation where they can afford to help their children out financially. And, in other cases, they may need some help for themselves. This month we're looking at how different forms of multigenerational housing can benefit everyone -- the parents, children, and grandchildren.

If you would like assistance managing your finances through inflation, we are here to help you stay On Course!

-Jennifer Lane, CFP. Click here to read more.