1. 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.

4. 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 relocate which is very typical for our military clients, we can continue to work together.

6. 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

2. What if I’m not military or military-affiliated? Can we still work together?

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 a fit, we happy to have you as a client. If we’re not, we can probably find another financial planner we could refer you to.

5. 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 clients. We maintain a fiduciary responsibility to our clients which means our recommendations are always made based on your best interest not what would help us earn more in commissions.

3. 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.