Jennifer Lane (CFP®)

Jennifer Lane focuses in the
following client markets or areas of practice:

  • Business Owners
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

Recognizing a need for a client-centered approach to investing and life planning, Jennifer Lane founded Compass Planning Associates in 1998. "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."

Additional Information

Jennifer created a fee-only financial consulting firm whose mission places clients' interests at the forefront and steers clear of 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.

NAPFA Start Date

November 16, 2007

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This Office

366 Washington St Wellesley, MA 02481-6206 Phone: 617-523-4666

Other Offices

3 Post Office Sq Ste 602 Boston, MA 02109-3907 Phone: (617) 523-4666