Tess Downing, CFP®, MBA Complete View Financial LLC

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About Tess Downing, CFP®, MBA

Hello, I’m Tess Downing. I am the founder and lead financial advisor of Complete View Financial LLC, a fee-only financial planning firm serving retirees, young professionals, and professionals & executives.

Complete View Financial combines top-level experience with industry-leading technology to guide you throughout the complicated journey of finance. By partnering with us, your financial roadmap becomes clear and the stress of wondering if you are making the right decisions will fade away.

Our mission is to provide clients with peace of mind regarding their financial picture so they are able to focus on the things that matter most to them.

I have worked with individuals and families from all different backgrounds for well over a decade. My passion for helping people make better money decisions is what lead me to found Complete View Financial LLC.

I have been named to the Investment News list of “40 Under 40” which features the best professionals among the financial advice industry’s up-and-comers. I have also been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors.

I earned my Master of Business Administration degree from Texas Tech University. I also graduated magna cum laude with a Bachelor of Science in Personal Financial Planning from TTU. Before founding Complete View Financial, I worked in the fee-only financial planning and investment management industry with highly reputable firms on the East Coast.

On a personal note, when I am not working with clients, I am with my family, my husband and two daughters (3 year old and a 1 year old). We have our hands full and typically have busy weekends with swim parties, ballet, family visits, and movie nights. We love to travel and are now hoping to pass on that passion to our children. When I do manage to escape for a night, I enjoy trying the best new restaurants which then necessitates being a body pump fanatic at my local gym.

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Recently Published

Tales from the Crypto: How to Think About Bitcoin

March 29, 2021

By Weston Wellington, Vice President Dimensional Fund Advisors “Everything you don’t understand about money combined with everything you don’t understand about computers.”—HBO’s Last Week Tonight with John Oliver, March 11, 2018 Bitcoin and related cryptocurrencies (now numbering in the thousands) are the subject of much debate and fascination. Given bitcoin’s dramatic price changes, it is …

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The post Tales from the Crypto: How to Think About Bitcoin appeared first on Complete View Financial.

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Estate Planning: What Larry King Taught Us About Wills (and Divorce)

March 23, 2021

Estate planning isn’t just for the rich and famous. If your assets include more than a 401(k) plan at your job and if you have children or dependents, you’ll want to look into estate planning with a qualified attorney in your state. Estate law changes from state to state, and you want to be sure …

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The post Estate Planning: What Larry King Taught Us About Wills (and Divorce) appeared first on Complete View Financial.

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The American Rescue Plan Act Has Passed: Here’s an Overview of the $1.9 Trillion Stimulus Plan

March 16, 2021

In one of his first major moves in office, President Biden has signed the American Rescue Plan Act – a $1.9 trillion stimulus plan meant to extend, renew and implement relief for those affected by COVID-19. Below is a breakdown of some important components to this legislation, including what business owners, families and struggling individuals …

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The post The American Rescue Plan Act Has Passed: Here’s an Overview of the $1.9 Trillion Stimulus Plan appeared first on Complete View Financial.

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Ideal Clients

  • Gen Y/Millennials
  • Retirement Planning
  • Women Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $300+/mo
  • Quarterly Fee: $900+/qtr
  • AUM: 1.0%

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