About Mission Financial

About Mission Financial

At Mission Financial Planning, dentists receive dentist-specific financial planning and coaching without a sales pitch or excessive fees. We’re “fee only” in the purest sense; we charge a flat, reasonable fee (no asset-based or income-based fees) & don’t sell products or accept commissions, revenue sharing or referral fees. We believe this helps us provide better advice to you, our client.

 

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The Mission Approach

The Mission Approach

Mission Financial Planning takes a comprehensive approach, addressing your personal and practice finances, showing you where you are, where you could be, and how to get there. We help you with budgeting and cash flow, liabilities and debt management, income tax planning, education planning, insurance assessment, investment allocation, and estate planning.

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Mission Client Benefits

Mission Client Benefits

We get to know you, as a person and a practice, from a financial perspective. We look for ways to fix gaps, solve problems, improve functionality and, maybe for the first time, help you feel like you are on the right path, financially. We’re not compensated by selling products, so our conversations are focused on what is right for you. In the purest sense, we have no ‘Sales Pitch’.

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We’re not compensated by selling products, so our conversations are focused on the big picture, and always about what is right for you.

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