Comprehensive Financial Planning

Comprehensive financial planning is properly viewed as ongoing, rather than as a one-time task. Saving and investing for a secure financial future has to be based on an ongoing evaluation of your risk tolerance, time horizon and diversification.

This kind of dynamic financial planning considers the full breadth of wealth accumulation, protection, income distribution and legacy planning in various stages of life and the goals and drivers that may be important to you in each of them.

We stay with you via periodic reviews, taking the time to measure progress toward your goals as circumstances change.

While the work we’ll do together may sometimes appear complex, the results of doing it well can actually create a sense of simplicity for you and allow you to relax and understand clearly what we are doing to help improve your financial situation.

Would you like to see what a comprehensive financial plan would look like and see how the process of creating one generally works? Watch the presentation below by our CEO and Founder, John Williams:



To see how your financial planning could evolve over time, see “Evolution of Financial Planning” below:

In my view, having advised private clients for 50 years, I believe it is only prudent to project a view of one’s financial future. John and his team provide the insight needed for such projections based on many years of experience developing both formal and informal financial plans. Indeed, CFG has the ability and expertise to follow through, if appropriate, and meet client needs for financial products as building blocks for the overall strategy being recommended.

Jonathan de Lande Long

Would you like a comprehensive financial plan?

To get started, simply fill out our contact form below, and we’ll reply to you and discuss a comprehensive approach to your unique financial planning needs.

Capital Formation Group, Inc.