Compass Planning Associates Inc

Financial ServicesMassachusetts, United States2-10 Employees

Fully Online, Deeply Human, True Fee-Only Financial Planning

We are here to come alongside anybody, at any stage of life, who wants to take a more intentional approach to their financial life. 

Our process is marked by a deep commitment to practical kindness and deliberate listening. True advising recognizes and accounts for the reality of your entire life. True guidance means developing a plan that is a response to an actual person, you. To develop that plan we first take the time to deeply listen and get to know your context.

At Compass, everything we do, from our first consultation to actual planning, is in pursuit of our ultimate purpose of truing up money to align with your life and values.

Interested in a true financial advising experience? Reach out. We'll schedule a free first video call meeting with one of our advisors to get to know you and your financial situation a bit. From there we'll start helping you chart your a financial course that fits the true shape of your life

At Compass Planning, we exist to Be True.


*Compass Planning is an SEC registered investment adviser. Compass Planning may only transact business or render personalized investment advice in those states and international jurisdictions where they are registered/filed notice or otherwise excluded or exempted from registration requirements.

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