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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 - Greetings from Jennifer Lane

December, 2020

Welcome! Let me start our final newsletter of 2020 by saying to each and every one of you: Thank you for being our clients. I started Compass Planning 24 years ago because I thought better money management could go a long way towards building people’s happiness and resilience. Money does not fix everything, but managing resources thoughtfully can help make our world, and the world of those around us, a better place.

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