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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.

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 - How to Review Your Investments

May, 2021

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

As a reader of On Course, you know how important it is to make a plan! This month we're giving you some tips about how to review your investment portfolio. In any market -- and particularly these days -- reviewing your investments allows you to stay on that plan.

If you would like assistance reviewing your investment portfolio, we are here to help you stay On Course!

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