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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 - The When and How of Retirement

April, 2021

Welcome. We at Compass Planning appreciate the understanding and support from all of you as we move through this pandemic. Thank you.

Clients often ask about how to prepare for retirement. This month, we're giving you a quick checklist to help you understand the when and how of retirement.

If you would like assistance planning for retirement, we are here to help you stay On Course!

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