Mission Advice

Mission:Advice℠ the world's first financial planning practice to integrate & synchronize in time, space, and purpose, military planning processes with financial planning. We believe in the power of financial planning to transform people’s lives. We see financial planning as an act of optimism and a commitment to the future. At Mission:Advice, we create efficiency by synchronizing military planning processes with the newest technology in order to maximize value and minimize fees for our financial planning clients. We save people time and money and empower them to reach their objectives faster. We help enable the pursuit of happiness. Many advisors are focused on investments rather than planning. Often, consumers pay excessive fees for widely available “commoditized” investment strategies. We believe that a true advisor should focus first on advice and then use investments to implement that advice. We determine how (the ways) our clients can use their capabilities (the means) in time and space to achieve their objectives (the ends) while considering the associated risks. Ideally, planning begins with specified strategic client objectives and financial end states to provide a unifying purpose around which actions and resources are focused. Let us show you what your tomorrow might look like. Let us help you make smart choices. We have the expertise and the technology to help you visualize the cause and effect of your financial decisions. Forward thinking is what smart planning is all about. Let's look forward together.