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!