Welcome to
Compass Planning Associates!

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.

With offices in downtown Boston and Wellesley, Mass., 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 - Checking In -- Financial Challenges in the Midst of the Pandemic, Part 1

July 15, 2020



Welcome!

Thank you for your check-in calls and emails. Everyone here at Compass is well. It's fortunate that technology allows us to keep much the same work schedule as before. We know this isn't the case for many. So this and the next newsletter, will focus on dealing with disruption, reimagining your goals, and staying on course in this new world we find ourselves in.

In this issue we'll talk about how to triage your situation. The next one will be -- you guessed it! -- how to make a plan.

-Jennifer Lane, CFP. Read on to learn more.





Welcome to
Compass Planning Associates!