Compass Planning Associates Inc Email Format

Financial ServicesMassachusetts, United States2-10 Employees

Compass Planning Associates Inc is a financial services firm registered as an SEC investment adviser and based in Boston, Massachusetts. It provides online, fee-only financial planning designed to help individuals at any life stage approach their finances with greater intentionality, guided by careful listening and an understanding of each client’s full life context to produce a plan aligned with their values.

The firm begins with a complimentary video consultation to learn about the client and their financial situation before charting a personalized course. As a small team delivering services online, Compass Planning serves clients in jurisdictions where it is registered to provide personalized investment advice.

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