Our Approach

Our Approach

Advice-Only, Financial Consulting for Dentists

Mission Financial Planning  is a friendly place where dentists and their families can receive excellent, owner-specific cash flow strategies and coaching specifically for small business owners.

Mission Financial Planning takes a very customized approach, there’s nothing “cookie cutter” in our process.  We spend time finding out about your personal and business finances so we can create personalized budgeting and cash flow strategies, debt reduction schedules, income tax planning, education planning, insurance assessments, investment allocation analysis, and estate planning.

We will ask you for some information, and if necessary and with your permission, we will request details from your financial providers and spend time talking with your CPA and/or attorney to be sure we fully understand your financial situation.

We will present findings and recommendations to you in a relaxed, interactive session, and follow up with reports and a written summary of the meeting.

We schedule times to touch base throughout the year, in person, by phone, Skype, Google+ or join.me screen-sharing technology when it’s beneficial.

We are always available to clients on an as-needed basis when decisions come up, circumstances change, or questions arise.

We are fee-only advisors who work as consultants;  we provide personal and practice financial advice — advice only.  We don’t sell investments or insurance.  We offer objective and unbiased financial advice for an annual or hourly fee  — and we specialize in dentists.

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