Compass Planning Associates
Fee-Only CERTIFIED FINANCIAL PLANNERâ„¢ with offices in Boston and Newton, Mass.
Recognizing a need for a client-centered approach to investing and life planning, Jennifer Lane founded Compass Planning Associates in 1996. "I had worked in the insurance industry, and clients often asked questions about money and finances that went beyond insurance. I decided to start my own practice to help people better understand, simplify, and manage their own finances without getting lost in the big-brokerage maze and without being charged exorbitant fees."
Jennifer created a fee-only financial consulting firm whose mission places clients' interests at the forefront and avoids conflicts of interest that can be part of traditional broker- and sales-based advisor relationships. Over the years, she has expanded the Compass Planning team to include dedicated professionals who share her vision for fee-only, client-centered financial planning services.
Jennifer is the featured personal finance expert on the New England Cable News' weekly "Ask Jennifer" segment on Business Day. She was a regular guest on the network's "Wired" program and was a co-host of the weekly finance radio program "Financially Speaking" on the nationwide Money Matters Radio Network for four years. She has appeared on Boston's Fox 25 News, WGBH TV's "Greater Boston with Emily Rooney," and on CNBC's "On the Money" with Carmen Wong Ulrich as an expert on personal finance.
Jennifer's awards, honors, and community service include being named among the FIVE STAR Wealth Managers in Boston by Boston Magazine for the past 4 consecutive years and Top 10 Investment Advisors in the Boston Herald's "Women's Business" reader's choice awards in 2007 and 2009. She was named the U.S. Small Business Administration's Women in Business Advocate for Massachusetts in 2003. She was honored by the Worcester Business Journal and Junior Achievement of Central Massachusetts by being named to their "Forty Under 40" list of successful young executives. Jennifer served from 2002-2004 as president of New England Women Business Owners, a business-networking group created to promote women's business.
As a former pilot and flight-training executive, Jennifer brings a diverse experience base to the financial planning process. She is author of the acclaimed The Everything Get Rich Book: Surefire Techniques to Increase Your Wealth (Adams Media, 2002), The Everything Guide to Personal Finance in Your 40s and 50s Book (Adams Media, 2008) and The Complete Idiots Guide to Protecting your 401(k) and IRA (Alpha Books, 2009).
Jennifer lives in Boston's historic North End and is an annual supporter of North End Against Drugs' student scholarship program and The North End Music and Performing Arts Center (NEMPAC).
Jennifer Lane is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Jennifer Lane is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Jennifer Lane is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Jennifer Lane
Three Post Office Square
Boston, MA 02110
366 Washington St
Wellesley Hills, MA 02493