As seen in
Boston Five Star award winners

PROFESSIONAL PROFILE

Jennifer Lane

Principal
Compass Planning Associates
3 Post Office Square, Suite 602
Boston, MA 02109
Office: 617-523-4666
info@compassplanning.com
www.compassplanning.com

Professional Approach

Compass Planning Associates helps families, individuals, and small-business clients achieve financial security, knowledge, and control. Our fee-only, client-centered approach provides education and guidance to help you achieve your financial goals and dreams.

With offices in downtown Boston and Wellesley, Mass., Compass Planning Associates will work closely with you on all of your financial planning needs. We offer a variety of services and plans customized to meet your individual needs. No minimum level of assets is required, and it's never too early or too late to learn how to become financially savvy!

Jennifer Lane

Financial Planner, Owner

Phone: 617-523-4666

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," she says. "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.

Sarah Stamp

Financial Planner

Phone: 617-523-4666

Sarah Stamp first worked at the firm as an intern while she completed her undergraduate and graduate studies in Boston. She re-joined the Compass Planning team in June 2014. Sarah is a CFP® certificant and is passionate about financial literacy and the power of financial independence.

Sarah helps develop planning and investment recommendations and is available to help clients gather financial planning and investment information and implement their investment changes and financial planning tasks. From opening new accounts, moving assets, making sure that estate planning tasks are completed, or answering questions, she focuses on helping clients implement their plans.

Click to access BrokerCheck
*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3,619 Boston area wealth managers were considered for the award; 566 (16 percent of candidates) were named 2019 Five Star Wealth Managers. 2018: 2,819 considered, 532 winners; 2017: 2,467 considered, 623 winners; 2016: 2,530 considered, 632 winners; 2015: 3,542 considered, 801 winners; 2014: 1,707 considered, 655 winners; 2013: 2,362 considered, 713 winners; 2012: 2,591 considered, 454 winners.