Sarah Hodge| CFP®
Compass Planning Associates
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Our Other NAPFA Members
Boston, MA 02109
Wellesley Hills, MA 02481
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Sarah Hodge is a Boston, MA Fee-Only Financial Planner serving Boston and all surrounding areas. Compass Planning Associates specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Sarah Hodge is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Sarah Hodge joined the Compass Planning team in July 2016 as an Associate Financial Planner. Sarah is a Certified Financial Planner (CFP®) and enjoys working with families and professionals to help them establish strong financial foundations that are reflective of their goals and values.
Sarah works with clients to provide comprehensive financial planning and investment recommendations. She provides guidance on all aspects of a client's financial life including cash flow management, debt management, retirement planning, education planning, insurance, and estate planning.
Prior to joining the Compass team, Sarah worked for a small broker and a multi-family office in the greater Boston area. "I was drawn to Compass Planning because of its fundamental commitment to providing fee-only financial planning and investment advice in a client-centric environment." Sarah also noted that "Compass Planning's fee structure allows us to be conflict-free. I'm here to help my clients accomplish their goals with as little or as much planning as their situations require."
Sarah is a Certified Financial Planner (CFP®) and holds a certificate in Financial Planning from Boston University. She is also a graduate of The University of North Carolina at Chapel Hill. She is an active member of The Junior League of Boston and has previously served on its finance committee.
Discover Compass Planning
Compass Planning Associates is a team of experienced financial experts offering fee-only financial planning and investment advisory services. We offer one-on-one, hands-on guidance customized to your particular needs and goals -- a personal level of service, care, and attention larger firms just can't provide. Our combined knowledge and experience, coupled with our interactive approach, makes Compass Planning Associates the right choice for those seeking their own personal team of financial advisors. What makes us different:
- We are friendly, accessible, and we practice open communication with our clients.
- We provide comprehensive, fee-only services, so there are no commissions, no hidden charges, no surprises. You'll know your costs upfront.
- Our offices are welcoming, casual, and relaxing. Financial planning doesn't have to be stressful!
- Under the leadership of your primary personal advisor, you'll benefit from the resources and dedication of our entire team.
Your financial well-being is at the heart of our business.
Our Approach Puts You First
Your personal financial advisor will work with you to chart a smart financial course and then help you stay on track. Whether developing investment strategies or planning for retirement or college, Compass Planning's close relationship with each client delivers focused solutions based on your individual needs and realistic goals.
With our offices in downtown Boston and Newton, Mass., we make it easy and convenient for you to start putting a financial plan in place today -- no matter your age, career status, level of financial savvy, or size of your bank account. It's never too early or too late to get started!