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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 - Web Resources

March, 2021

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

This month we're sharing websites that we use and recommend to our clients. Click link below to read more.

If you need assistance adding to or expanding your technology resources, we are here to help you stay On Course!

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