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.

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 - STAY THE COURSE

April 2025

Needless to say, the past few months have brought volatility, uncertainty, and plenty of headlines that could shake even the most seasoned investor's confidence. Those of you who have been subscribers will know what's coming. For new subscribers, this is the way Compass Planning understands the markets and help you navigate them to stay On Course.

If you would like assistance with your portfolio allocation and investment planning,, we are here to help you stay On Course!

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