Business Planning

Uncover opportunities to increase your wealth and free up valuable time.

Work with an advisor who you can trust, that knows you well.

At Mission Wealth, our advisors offer insight and prioritization of your personal goals and aspirations. We will help you discover which wealth transfer strategies work best in your situation. At the same time, we coordinate with your other professional advisors, including accountants, attorneys and bankers.

What We Help Clients With

We help CEOs, founders, partners or proprietors of a business who want more time, education and advice.

Mark Twain was once a steamboat pilot, Abraham Lincoln was a merchant, and Danny DeVito was a hairdresser. Whether you realize it or not, many people have made career changes in their lives, including some of the most famous.

The Bureau of Labor Statistics says that over 50 percent of Americans are unhappy with their current jobs and would like to change career paths. With numbers as high as this, it is easy to understand why many people consider a change in their career. A change in career can be a great way to increase satisfaction at work, salary, and benefits. A career change can also be made necessary by changes in the economy, technology, or changes in your current industry.

Some people hesitate to change careers because of uncertainties about the future, fear of unemployment, and the possibility of decreasing their current salary. However, all of these concerns can be overcome with careful thought, methodical planning, and a little bit of optimism. You may need to research careers in your area and go back to school. As you consider this transition, take a look at your financial paperwork to see where you stand and how much you can risk on the transition. Develop yourself personally, financially, and professionally to make the most of your career change. You never know, you might be the next great writer, singer, politician, or performer.

When considering a career change, we help you determine how soon you will be physically, emotionally and financially able make the transition. If there is an immediate need or desire, ask yourself if you are prepared right now. It might be advisable to wait, if possible, in order for you to investigate the new career, research the job market, and obtain any new training needed. Giving yourself ample time to prepare will increase your chances of success.

We can help you realize how a career change will affect your income. Will you still be able to maintain your present lifestyle or will additional sources of income be needed? Secondly, many career changes require that you relocate for either a brief period or many years. Be sure that your family is ready for such a move if necessary. Lastly, such a transition can be stressful on you and others. Be sure that all of you are prepared for the stress. Keep lines of communication open so that you can offer one another support if needed.