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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 - Get Ready for 2023

Dec, 2022

Welcome. We at Compass Planning continue to appreciate your support. We wish all of you happy holidays and the best for the new year! Thank you.

We're about to enter 2023! It's been a year. You still have time to make sure you're in the right financial place for the coming year. This month we're discuss mutual funds, retirement savings, interest rates, and charitable giving.

If you would like assistance with year-end planning, we are here to help you stay On Course!

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