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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.

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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Jennifer's Books

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Our latest newsletter:
On Course - Great Books on Money and Investing

Aug, 2021

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

Over the years, we've done newsletters on books we think will help all ages to better understand their finances and investing. For this month, we are combining a couple of the lists to remind you of the valuable information available. Enjoy reading and learning!!

If you would like assistance putting together an effective financial plan, we are here to help you stay On Course!

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