Our Process

First and foremost, we want to thank you for considering Comprehensive Financial Consultants!

At our firm, we have the client – and only the client – in mind. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. Our priority is to help clients minimize their currents risks and uncover new opportunities to provide a foundation for future growth.

1. Complimentary, No-Obligation Consultation


Before any time is committed, we’ll spend 15 minutes on the phone or in person getting to know each other. This will give us the chance to establish the goals and define the Client-Advisor relationship and make sure it is a good fit.

2. Discovery Meeting




The goal of this meeting is for us to become more familiar with your unique financial situation and help identify your goals, opportunities and strengths.

We will listen, ask questions, and gather financial documents. This information will help guide our analysis and the development of your financial plan.

3. Plan Design & Presentation


Before this meeting we will have analyzed and evaluated your financial position to help us develop recommendations that fit your specific situation.

During this meeting we will explain in simple, easy to understand terms our recommendations on what we think needs to be done to reach your financial goals. This is where you will see in dollars and cents how our firm can help you improve your financial future.

4. Implementation




During this meeting we will take action steps to begin putting your plan into place.


You now have a partner in your financial life!  Comprehensive Financial is committed to delivering you a world class service.

5. Monitoring and Maintenance Reviews

5. Monitoring and Maintenance Reviews

When your life changes, your finances might change too. We will schedule meetings to make sure your plan is still on track and still fits your situation. We look forward to walking alongside you every step of the way.

Comprehensive Financial is committed to delivering you a world class service. Please see our commitment to helping our clients -  "Every Step of the Way"