Compass Planning Associates is a Boston-based, fee-only financial planning firm founded in 1996 by Jennifer Lane, CFP®, with a mission to provide client-centered, commission-free financial guidance. The firm offers personalized services to individuals, families, and small businesses, focusing on financial education and empowerment without requiring a minimum asset level.

Their team of experienced professionals, including multiple Certified Financial Planners™, delivers customized plans covering areas such as retirement planning, investment strategies, tax management, and estate planning. Emphasizing transparency and accessibility, Compass Planning Associates aims to help clients achieve financial security and control over their finances through comprehensive, tailored advice.