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!
Jennifer's Books
Our latest newsletter:
On Course - Navigating Medicare Documents and Making Informed Choices
September, 2024
You can make informed decisions that best suit your healthcare needs by understanding your Evidence of Coverage (EOC) and Annual Notice of Change (ANOC) as well as Medicare Part C, Medigap, and Part D options. Remember to review your options annually to ensure your plan continues to meet your requirements. Your Medicare plan sends out EOC and ANOC information in September. Read below for tips on how best to understand your coverage.
If you would like assistance with your Medicare planning, we are here to help you stay On Course!
-Jennifer Lane, CFP. Click here to read more.