Welcome to
Compass Planning Associates!

Welcome!

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 - Checking In -- Financial Challenges in the Midst of the Pandemic, Part 2

Aug 10, 2020



Welcome!

Hi Everyone, In the last newsletter , we focused on dealing with disruption, reimagining your goals, and staying on course in this new world we find ourselves in. In this issue, we discuss how to make a plan.

-Jennifer Lane, CFP. Read on to learn more.





Welcome to
Compass Planning Associates!