Why Work With CVF

We bring to our relationship

Partner With CERTIFIED FINANCIAL PLANNER™ Professional

We have met education, experience and ethical standards, and have made a commitment to CFP Board.

Experience

We provide our clients with advice backed by over a decade of best-in-industry experience.

Latest Technology

We utilize industry leading technology to allow our clients to access their plans in real-time.

Fee-Only Pricing

We have easy to understand fee-only pricing. No Commissions. No Product Sales. Just simple straight forward pricing.

Fiduciary Standard

We must put your financial interest above our own.

Independent Advice

We independently recommend suitable financial strategies and products from the whole of the market.

Comprehensive View

We base recommendations on your cash flow, retirement planning, risk management, investment management, tax management and estate planning.

Location Independent

Our location is entirely independent of where you happen to be and we can work virtually.


Complete View Financial San Antonio Texas

MEET TESS DOWNING, MBA, CFP®

Tess is the founder and lead financial advisor of Complete View Financial LLC. She has worked with individuals and families from all different backgrounds for well over a decade. Her passion is to help people reach their financial goals, whether it is to save more money, to make better investments or to reduce their overall debt and this is what led her to found Complete View Financial LLC.

READ HER STORY

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Complete View Financial San Antonio Texas


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ABOUT A FEE-ONLY FIRM

When making decisions about your retirement, you want someone who is working for you – not selling financial products that benefit the advisor. You need a coach looking out for your best interest.

That is why we are a fee-only Registered Investment Advisory firm. We have a fiduciary responsibility of offering objective advice and always putting our client's interest first. We have no vested interest in the products and/or advisors that we recommend.

Our focus only on ensuring that all recommendations meet your objectives and goals. The only compensation we receive is directly from you, removing any potential conflicts of interest with commission-based products or services.

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OUR ROADMAP PROCESS

We aim to create a complete and clear view of your financial world. We want to partner with you in your journey by helping you set financial goals and empowering you with the financial knowledge you need for success through transparent and honest guidance.

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Complete View Financial

LET'S CHART YOUR FINANCIAL ROADMAP

LET'S CONNECT

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