After the first year, continuing clients receive an annual Monitoring Consultation, three scheduled quarterly phone calls with the planner throughout the year and ongoing planning and support. The annual fee for this service is $6500 for business owners and $5200 for individuals.

On a limited basis, Mission Financial Planning is also available for smaller-scope projects, providing second opinions, ad-hoc planning or advice. Project fees are estimated based on hourly fees for financial planning of $270.00 per hour. Social Security Strategy assistance is offered on a project basis for a fixed fee of $300.00. Retirement Withdrawal Strategy assistance is offered on a project basis for a fixed fee of $500.00.