Join Mission Financial Planning for a virtual financial planning (VFP) session.
For years, our clients have enjoyed VFP sessions using Join.me.
We incorporated Zoom and Skype into our VFPs for more of a "face-to-face" feel while social distancing. Click here to set up a call or virtual meeting.
Each of our clients receives comprehensive and objective guidance throughout the year. This allows us to work closely with clients across the US, creating an achievable vision with realistic goals for financial success. We are your second set of eyes and view your total financial picture from an unbiased perspective to keep you financially organized and aware.
Sharon Weaver, CFP®, AWMA® & Jared Wood have extensive experience offering personalized financial advice via technology, and we look forward to the day we can conduct meetings in person, once again. In the meantime, we enjoy connecting with our clients digitally and helping them with their financial needs.