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 - Housekeeping for Your Finances

January, 2021

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

Housekeeping for Your Finances
Doing your taxes? Now is the best time to delete, organize, and update your financial info. You know, those things you always think you're going to get to -- only other tasks seem to get priority. Click link below to read more.

If you need assistance organizing your finances, we are here to help you stay On Course!

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