We bring to our relationship
Partner With a CERTIFIED FINANCIAL PLANNER™ Professional We have met the 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 straightforward 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.
We have met the education, experience, and ethical standards, and have made a commitment to CFP Board.
We provide our clients with advice backed by over a decade of best-in-industry experience.
We utilize industry-leading technology to allow our clients to access their plans in real time.
We have easy-to-understand fee-only pricing. No commissions. No product sales. Just simple straightforward pricing.
We must put your financial interest above our own.
We independently recommend suitable financial strategies and products from the whole of the market.
We base recommendations on your cash flow, retirement planning, risk management, investment management, tax management, and estate planning.
Our location is entirely independent of where you happen to be and we can work virtually.
MEET TESS DOWNING, MBA, CFP®
Tess Downing, MBA, CFP® is the founder and lead financial advisor of Complete View Financial LLC in San Antonio, TX. Her true passion comes to life when she helps pre-retirees and retirees transition to their ideal retirement lifestyle. Tess is committed to helping her clients live better, retire confidently, and build a legacy they can be proud of.
Featured In
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.
OUR ROADMAP APPROACH
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.
