Compass Planning Associates
Fee-Only CERTIFIED FINANCIAL PLANNERâ„¢ with offices in Boston and Newton, Mass.
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.
Sarah Hodge 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
Sarah Hodge 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.
Sarah Hodge 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 Sarah Hodge
Three Post Office Sq
Boston, MA 02109
366 Washington Street
Wellesley Hills, MA 02481