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.

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!

Jennifer's Books

Our latest newsletter:
On Course - How the NAR Settlement Can Affect Buying and Selling Your Home

June, 2024

A recent settlement reached with the National Association of Realtors® (NAR) carries the potential to bring about substantial changes in the home buying and selling processes. One of the key changes is the way buyers’ and sellers’ commissions work. Read below to learn about how the settlement agreement might affect you as buyer or seller.

If you would like assistance with understanding how the NAR settlement might affect you, we are here to help you stay On Course!

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

Welcome to
Compass Planning Associates!