Advice-only financial consulting for dentists.
Dental CFP, planning for you and your practice.
Clarify your vision, then put a plan in place to accomplish it.
Together, we will build a virtual model of your finances, and have a clear picture of where you stand. When it is time for a decision, we will create a what-if model so we can look at the numbers and talk through implications.
Sharon Weaver has been a Certified Financial Planner for over 25 years. She founded Mission Financial Planning, Inc. and has developed a specialty in advising dentists and their families. We have worked with clients in 40 states.
We’re in the business of advising, not gathering assets. You don’t have to move your money (we can help you move somewhere better if that’s what you need). Our comprehensive planning covers all aspects of your financial life.
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.