Articles By and About Mission Financial Planning
While dentists can certainly benefit from generalized financial planning, there are compelling reasons for dentists to use a financial consultant dedicated to dentists. Mission Financial Planning understands the complexities of running a dental practice as well as the personal financial planning needs of higher earners.
Mission Financial Planning has created a list of 14 questions to ask when looking for an estate planning attorney. Using the list is a great way to keep attorney interviews consistent enough to fairly compare, and get to know, your candidates.
This infographic illustrates how Mission Financial Planning works in conjunction with your accountant, attorney and other professional service providers. Our job is to ensure that everyone is effectively working together toward the achievement of your professional and personal financial goals. If needed, we can recommend competitive, capable and proven specialists that other clients have enjoyed working with in the past.
Mission Financial Planning has created a list of 12 questions small business owners should ask when shopping for a new CPA. Use these questions as conversation starters and get a good feel for whether the Financial Consultant for Dentists you are considering is a good fit for your practice.
Mission Financial Planning helps clients develop a multi-pronged college funding strategy, approaching college as a financial decision, exploring a “want” vs. “need” analysis of the expected costs, affordability and the possible benefits.
Evaluating debt is a highly important but often neglected component of financial planning for small businesses. As your Financial Consultant for Dentists, Mission Financial Planning, Inc., evaluates debt and creates intentional debt strategies for dentists and their practices, helping them determine appropriate levels of credit, the types or quality of debt deemed acceptable, and how payments will be handled once debt is assumed..
- Regulatory Filing Form ADV Part 2A&2B 03.15.2019
- Mission Financial Planning Specialists
- 14 Questions To Ask When Looking For An Estate Planning Attorney
- Financial Health Not Just About Numbers
- 12 Questions To Ask When Changing CPA’s
- Debt Strategies For Dentists
- Strategies For Keeping College Affordable
- Mission Financial Planning Recommends Specialized Financial Planning For Dentists