Not Everybody is a Dentist

Not A Dentist? We may still want to talk

Over the years many dentist clients and their CPAs, money managers, practice consultants, bankers and insurance providers have referred other dentists, as well as non-dentist friends and family, to work with us. 

We are flattered with every referral and honored to bring you into our family of great clients, if the fit is right.  Let’s schedule a time to talk about your financial questions and find out if our areas of expertise would add value to your long-term planning.  We’re also happy to refer you to a better fit when that’s appropriate.

Thank you for considering Mission Financial Planning! 

Schedule a Call