Pure Advice

At Mission Financial Planning, dentists receive dentist-specific financial planning and coaching. We’re “fee only” in the purest sense; we charge a flat, reasonable fee (no asset-based or income-based fees) and don’t sell products. We believe this helps us provide better advice to you, our client.


In-Depth Planning

Mission Financial Planning takes a comprehensive approach, addressing both personal and practice finances. We address budgeting and cash flow, debt management, tax planning, education funding, insurance and investment review, transitions, retirement and estate planning.


It’s All About You

We get to know you and your practice from a financial perspective. We look for ways to fix gaps and solve problems, and make sure you're on the right path. We work with clients across the US, ranging from “just out of school” to those in retirement, and customize our services for every client.  


Most Recent Blog Post

Keeping a portion of your investments allocated to cash can be very practical in the day to day management of an income-producing portfolio and will increase your portfolio’s survival rate long term.  Most retirees are familiar with the withdrawal benchmark of 4% per year; the same benchmark makes sense for a percentage of cash reserve held in a “fully invested” portfolio.  Ideally, the majority of the income needed from a portfolio will come from stock...

Our Company

We provide in-depth financial planning and advice to dentists of all ages, across the U.S. Our services include personal and practice cash flow planning, debt management, financial implications of practice transitions, education funding, insurance assessment, estate planning and the financial "how to's" of retiring.

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Our Accreditations

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