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 - The Newly Revised FAFSA Form for Financial Aid.

Jan, 2024

Lauren Melendez of NBC10 Boston recently interviewed me about the newly revised Free Application for Federal Student Aid form, better known as FAFSA®. This month, we’re outlining key information that prospective and current students and their parents need to know. Because the last update by the U.S. Department of Education happened in the 80s, the changes are causing some problems, as you might expect.

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!