We are experienced working with dentists. Mission Financial Planning was created to serve dentists and their families; we have worked with clients in 35 states over the last 10 years. By having this focus we are able to know your business beyond the numbers; we understand your challenges and can help you get to where you want to be.
The practice of financial planning has layers of complexity and nuance, and many areas available for concentration. Most firms offer generalized financial planning, we specialize in working with dentists, practice owners and their families, to provide comprehensive and affordable fee-only financial planning advice and coaching.
Founder & President
I built Mission Financial Planning, Inc. to specialize in serving dentists and specialty practice owners and specifically, to do it in a purely advice-only, fee-only, fiduciary role.
I have worked in the investment industry for over 30 years and have been a Certified Financial Planner for 25 years, involved with individuals and institutions in various aspects of investing, management, financial planning and marketing. As a Certified Financial Planner, I uphold a fiduciary duty to my clients and have, and continue to pursue, significant financial education and experience.
My focus: Financial planning for dentists, families and retirees. Services include personal and practice cash flow planning, debt management, tax strategy, education funding, insurance assessment, and estate planning.
Approach: Understands the life of a business owner, looks at the whole picture, plans for “real life”.
When I’m not working: You will find me in my kayak or on a hiking trail, having fun with my mostly-grown kids, and looking forward to my next trip!
I have worked in the financial services industry for over 15 years, including 9 years of Financial Planner and Analyst roles requiring analysis of detailed information for financial planning, presentations and recommendations. I’ve also worked as a bookkeeper, accountant, office manager and marketing representative, and run my own Mary Kay business. I completed training and passed the tests for the Certified Financial Planner designation and Financial Para Planner Certificate, and at one time was Securities Licensed with both a Series 7 and 63, and carried Life, Health and Accident Insurance Licenses.
Approach: People person who enjoys organizing clients’ finances and providing excellent client care.
I have over 20 years of accounting and tax experience: in CPA firms doing bookkeeping, audit, and tax services for clients, in a corporate setting doing various tax and analytical functions, and as an independent contractor providing accounting services to small businesses. Specifically, I have helped with the set up of the accounting books and record-keeping functions, prepared and maintained budgets, handled accounts receivable and payable, prepared monthly reconciliations and financial statements, processed payroll and related returns, responded to government notices, filed quarterly estimated tax payments, and prepared income tax returns. I worked for both medium and large public accounting firms (Kellogg & Andelson and Ernst & Young), for Butler Manufacturing (tax department and internal analysis) and independently for individuals (tax work) and small businesses (bookkeeping and tax compliance) before joining Mission Financial Planning.
The CFP®, CERTIFIED FINANCIAL PLANNER™ and certification marks are financial planning credentials awarded by Certified Financial Planner Board of Standards Inc. (CFP Board) to individuals who meet education, examination, experience and ethics requirements.* Verify a CFP Professional.
The AWMA®, ACCREDITED WEALTH MANAGEMENT ADVISOR™ designation is sponsored by the College for Financial Planning®. It is a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives.
Planners with the CFP® and AWMA® designations agree to comply with a Code of Ethics and abide by the Standards of Professional Conduct and Terms and Conditions and are subject to a disciplinary process.
CFP® certificants renew their designation every two-years by completing 30 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
AWMA® designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
Regulatory Oversight: Mission Financial Planning. Inc. (MFP) is a Registered Investment Advisor registered with the State of Kansas. Each year, advisors are required to file an annual report online known as the ADV (Part I). To view Mission Financial Planning’s Form ADV Part I online visit Adviser Info on the SEC site, click “Investment Adviser Search” on the left navigation panel and enter “Mission Financial Planning” to do a firm name search. Part I provides information about the business, ownership, clients, employees, business practices, affiliations, and any disciplinary events.
MFP is also required to offer all clients and potential clients a copy of Form ADV Part II, updated annually. Part II of the ADV is a narrative brochure containing information such as the types of advisory services offered, fee schedule, disciplinary information, conflicts of interest, and the educational and business background of management / advisory personnel. Click here to download: MFP Form ADV Part 2A&2B 2022.03.08, or give us a call for a PDF or hard copy.