Mission Financial Planning is an advice-only financial planning firm based in Kansas. The firm helps individuals and business owners navigate complex financial decisions by offering comprehensive planning, cash flow optimization, tax strategy guidance, estate planning, and retirement analysis, including Social Security reviews. Because the firm operates on an advice-only model, Mission Financial Planning does not manage, custody, or trade investment portfolios directly. Instead, the firm provides personalized asset allocation recommendations and monitors existing investments on a non-discretionary basis. Mission Financial Planning also offers pension consulting services for small business retirement plans. The firm emphasizes an independent, fee-only approach without commissions or product sales.
Fee Structure
Mission Financial Planning offers ongoing annual planning retainers that include an initial comprehensive strategy meeting, quarterly phone or video calls, and continuous support:
- Individuals — $5,200 per year
- Business owners — $6,500 per year
If time commitments exceed the standard scope of the agreement, additional work is billed at $270 per hour.
- Social Security strategy assistance — $300 fixed fee for preparation, analysis, and a one-hour meeting with prepared reports
- Retirement withdrawal strategy assistance — $500 fixed fee for preparation, analysis, and a one-hour meeting with prepared reports
- Ad-hoc planning or smaller-scope projects — $270 per hour
- Bookkeeping and financial accounting assistance — $85 per hour
