Info

At Compass Planning Associates, we help you chart a smart financial course, and then stay on track. Do you have a solid financial plan in place? Are you able to keep up with the decisions to manage your investments? Can you anticipate the tax implications of your decisions? Compass Planning can identify exactly where you are, and then help you construct a plan to reach your financial destination. And, we can help you stay on track with timely investment advice and smart tax preparation. Compass Planning provides comprehensive, fee-only services, so you know your costs from the beginning. With offices in Boston, Waltham and Northampton, Mass., Compass Planning makes it easy to start putting a plan in place today. If you live in Massachusetts, where we're registered, call us for help in charting your financial course. Compass Planning Associates, Inc. provides comprehensive financial, tax and investment planning as fee-only services to individuals, families and small businesses. Compass Planning helps clients gain and maintain control over their financial assets. Whether developing investment strategies or a comprehensive approach to taxes, it is our close relationship with each client that enables Compass Planning to deliver personalized, focused solutions - ones based on individual needs and realistic goals, no matter what their stage of life or level of financial savvy. Read more about our Team ...