What We Do
Financial Strategies for Dentists
Mission Financial Planning is a fee-only financial advisor dedicated to developing financial strategies for dentists. We create and monitor financial plans for dentists across the U.S. We work closely with practice owners, associates and retirees who have a desire to do more than merely plan.
We help clients discover and define what it is they’re working toward, then design a way for them to obtain it.
Once you become a Mission Financial Planning client, we act as your guide, helping you implement and monitor your plan, coaching you and enabling you in pursuit of your goals.
We can help with budgeting and cash flow, liabilities and debt management, income tax planning, education planning, insurance assessment, investment allocation, and estate planning.
We’ll work with the professionals around you – your accountant, attorney, money manager, broker — to insure everyone is working together toward your professional and personal goals. We can work with your current accountant, attorney, investment and insurance providers, or we can recommend specialists that our clients have successfully worked with in the past.
Our ongoing process includes setting measurable financial benchmarks and ensuring a process for implementation and achievement of those goals that includes you personally and professionally.
“Our passion is educating and coaching clients, making a difference in their lives by helping them define or discover their financial mission and showing them how to accomplish it then keeping them focused as they reach their goals.
The services we provide are personalized for each client; typical services include the following:
- independent and objective recommendations
- budgeting and cash flow strategy
- financial strategies for dentists
- liabilities and debt management
- tax conscious planning
- education funding plans
- insurance assessment
- 401k / DB plan facilitation
- retirement scenarios, forecasts, distribution strategies trust, estate and gifting analysis
- transition consideration
- goal discovery and development
- annual consults and quarterly calls
Our mission is to ensure that all your financial “moving parts” are working together toward the achievement of your personal and professional financial goals.