Welcome to
Compass Planning Associates!


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!

Jennifer's Books

Our latest newsletter:
On Course - Money Relationships Outside of Marriage

May, 2023

Welcome. We at Compass Planning continue to appreciate your support. Thank you. Many relationships involve money. Marriage is an obvious one with set rules about how money works in a marriage or, rather, how it works when a marriage ends. But how do you navigate other money relationships to help make sure money doesn’t ruin the friendship?

This month, we’re talking about ideas for best practices when you’re sharing money with someone you’re not married to.

If you would like assistance understanding how to protect your money in these situations, we are here to help you stay On Course!

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

Welcome to
Compass Planning Associates!