COMPREHENSIVE FINANCIAL PLANNING, INC. is a private, sole-proprietor business founded in 2003. The company is based in Durango, Colorado and serves clients in the Four Corners region and beyond. The company adheres to all standards of the National Association of Personal Financial Advisors and the NAPFA fiduciary oath and codes of conduct. Services are have always been performed under a strictly fee-only compensation.
What questions should you ask before you choose a financial advisor? If you currently have an advisor give him or her the following Checklist to fill out:
How to Pick a Financial Advisor
Here is completed checklist for Comprehensive Financial Planning:
Financial Planning Checklist
The above video outlines how to identify and select a good financial advisor:
Stan Johnson, Principal of Comprehensive Financial Planning, Inc., Durango, Colorado – established 2003
Typical clients include individuals and families, small business owners, private company owned retirement plans, trust managers, and non-profits. Clients come from a variety of backgrounds, family status and financial situations but there are some common traits:
Comprehensive Financial Planning Inc.’s options and fee structure makes services accessible to both moderate and high wealth clients.