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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 - Your Kids and Money

March, 2022

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

As a parent, you want to raise your children to be self-sufficient adults. Among the many ways you help them is to start discussing money as early as they can understand simple concepts. As they grow, you can expand the how and why, with the ultimate goal of having them financially skilled enough to be able to manage both a credit card and budget by their sophomore year in college.

If you would like assistance helping your children learn about managing their money, we are here to help you stay On Course!

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