Mission Financial Planning is a fee-only financial advisor for dentists. We develop financial strategies for dental practice owners, associates and retirees who have a desire to do more than merely plan.
We help clients discover and define what it is they’re working toward, then design a way for them to obtain it.
Once you become a Mission Financial Planning client, we act as your financial coach, helping you implement and monitor your plan, enabling you in pursuit of your goals.
We can help with budgeting and cash flow, liabilities and debt management, income tax planning, education planning, insurance assessment, investment allocation, and estate planning.
We’ll work with the professionals around you – your CPA, attorney, Third Party Administrator, money manager, broker — to insure everyone is working together toward your professional and personal goals. We can work with your current accountant, attorney, investment and insurance providers, or we can recommend specialists that our clients have successfully worked with in the past.
Our ongoing process includes setting measurable financial benchmarks and ensuring a process for implementation and achievement of those goals that includes you personally and professionally.
Book an Exploratory Call
We would love to have a conversation about what you’re doing now, and whether Mission Financial Planning might be a good fit for you.
Schedule a complimentary 30-minute exploratory call.