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!

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Our latest newsletter:
On Course - Why Timing the Market Doesn't Work

Oct, 2021

Welcome. We at Compass Planning continue to appreciate your support. Thank you.

Autumn is historically a rough time for the stock market, which also makes it a good time to review the reasons we follow a passive asset management process. That is, we don't try to time the market!

If you would like assistance in creating a passive asset management process, we are here to help you stay On Course!

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

Welcome to
Compass Planning Associates!