Who Are Your Typical Clients?


Our typical clients are military-affiliated, either active duty, former military, or military retirees who are interested in using their financial resources as a tool to live their best life.

Who Are Your Typical Clients?2022-09-03T19:43:07+00:00

Where is your office? How do we meet?


Next Mission Financial Planning is a fully-virtual firm.  We'll conduct our meetings virtually, typically via Zoom, or over the phone.

Where is your office? How do we meet?2021-11-01T02:30:06+00:00

What are the advantages of a virtual planner?


The primary advantage of having a virtual planner is that of convenience.  You no longer have to spend additional time driving to and from your financial planner's office.  Additionally, should you [...]

What are the advantages of a virtual planner?2021-11-01T02:29:34+00:00

How do you get paid?


Next Mission Financial Planning is a fee-only financial planning firm.  That means we are paid directly by our clients and not for any type of product sales or for referring our [...]

How do you get paid?2021-11-01T02:28:58+00:00

How do we get started?


The first step in our process is a complimentary discovery meeting to determine if we are a mutual fit?  You can schedule that via our online calendar

How do we get started?2021-10-31T18:09:00+00:00
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