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.
While most of our clients are military-affiliated, we could possibly still work together. We'd need to understand your situation and what you are looking for in a financial planner. If we're [...]
Next Mission Financial Planning is a fully-virtual firm. We'll conduct our meetings virtually, typically via Zoom, or over the phone.
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 [...]
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 [...]
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
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