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!
Financial Planning Associate
My financial services career began in 2010 as a financial advisor at Edward Jones, and since then, I have held various roles in the industry. I hold a finance degree from KU and earned my Graduate Certificate in Financial Planning from Kansas State University in 2018. I am proud to be a CFP® Professional, which allows me to provide expert financial advice to clients while adhering to the highest standards of ethics and professionalism.
What truly motivates me is the ability to serve clients as a fiduciary while continuing to pursue financial education. I am excited to be part of the team at Mission Financial Planning, where I can make a positive impact on people’s lives by helping them navigate financial matters with confidence.
Outside of work, I enjoy spending time with my family and friends, reading, gardening, and exploring outdoors.
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.
Working in the Retirement Industry since 1983 I have had the opportunity to work with Defined Contribution and Defined Benefit plans as an actuarial analyst, a plan administrator, an implementation project manager and a product manager. I’ve also helped employers with providing their employees a total compensation view of the compensation they receive and how it impacts the employees’ financial wellness. In addition I provide employee education on retirement and group benefits.
I carry a Masters in Human Resources degree and the Certified Employee Benefits Specialist Designation.
My focus at Mission Financial Planning – My key role is to assist practice owners in implementing a new 401k plan, educating their employees of the value of contributing to a retirement plan and providing the practice owner ongoing support with the plan administration.
Approach – My goal is to make the set up and maintenance of the 401k as easy as possible for the practice owner. And to help the employees value the 401k plan as a valuable benefit provided to them.
When I’m not working – You’ll find me cuddling with my kitty, Raven, in my garden, helping my HOA or traveling near and far.
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 ADV Part 2A and 2B 2023.03.31, or give us a call for a PDF or hard copy.