About Comprehensive Financial Planning

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.

How to Pick a Financial Advisor

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:

About Stan Johnson

Stan Johnson, Principal of Comprehensive Financial Planning, Inc., Durango, Colorado – established 2003

  • Registered Investment Advisor since 2003
  • Uniform Investment Adviser Law Examination (Series 65)
  • Member of the National Association of Personal Financial Advisors (NAPFA)
  • Denver College for Financial Planning – Certified Financial Planner Professional Education Program
  • Member of Durango 9R school system Finance Advisory Committee
  • Former Treasurer, Animas High School Board of Directors (charter school)
  • Treasurer, Durango Business Association
  • Former President & Owner, San Juan Gas Processing, Inc. (engineering consulting company) - Durango, Colorado
  • Bachelor of Science Chemical Engineering - University of Tulsa
Stan Johnson

About Our Clients

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:

  • Many are Baby Boomers, professionals and business owners
  • Young retirees looking to build and protect their retirement nest egg
  • They are good savers
  • They may be millionaires, but they don’t act like it

Comprehensive Financial Planning Inc.’s options and fee structure makes services accessible to both moderate and high wealth clients.

Our Financial Clients