Financial Management for Life Transitions

Integrate all aspects of your life into one financial plan that helps you navigate the right path to achieving your goals.

Financially Prepare For Life's Changes

Your financial needs will fluctuate in response to the transitions that life affords. Managing these transitions is one of the keys to maximizing your finances and to living your best life. As a Virtual Family Office, we act on behalf of our clients as their Wealth Strategist, focusing on Portfolio design and implementation (usually customized) and integrating that with the lives of our clients.

Financial Planning

Develop a customized financial plan to help integrate all aspects of your finances.

Our all-inclusive view goes beyond investments. Working closely with you, we develop a customized plan to help integrate all aspects of your finances. We help assess your current situation, including assets, liabilities, and cash flow. We work closely with you to identify and prioritize your goals. We then develop a road map to help you consider your future options and optimize your financial security. Additionally, we quarterback with your advisory team – including accountants, attorneys, mortgage brokers and bankers – to ensure seamless execution of your plan.

Financial Planning Transitions:

Considering Investment Opportunity
Receiving Inheritance or Financial Windfall
Reconsidering Investment Philosophy
Significant Investment Loss
Purchasing a Home
Refinancing a Mortgage
Selling a House
Selling Assets
Concerned About Debt

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Retirement Planning

Create a plan to live comfortably, stay healthy and have adequate protection from potential unfortunate circumstances.

This may be your first time retiring, but it's not ours! We work closely with you to identify and prioritize your goals. We then develop a road map to help you consider your future options and optimize your financial security. Additionally, we quarterback with your advisory team – including accountants, attorneys, mortgage brokers and bankers – to ensure seamless execution of your plan.

Retirement Planning Transitions:

Downshift in Work Life
Phasing Into Retirement
Full Retirement
Changing Residence
Social Security
Eligibility for Medicare
Receiving Retirement Plan Distributions
Retirement Milestones

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Generational Planning

Prepare for life's big transitions.

Let us help you create a plan so your loved ones will be well cared for. We work closely with you to identify and prioritize your goals. We then develop a road map to help you consider your future options and optimize your financial security. Additionally, we quarterback with your advisory team – including accountants, attorneys, mortgage brokers and bankers – to ensure seamless execution of your plan.

Generational Planning Transitions:

Getting Married or Divorced/Separated
Loss of a Spouse
Single Parenthood
Expecting or Adopting a Child
Hiring Childcare
Child With Special Needs
Child Getting Married
Empty Nest
Special Family Event
Assistance to a Family Member
Relocating
Child Going to College

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Charitable Planning and Philanthropy

Create opportunities to give, learn tax-free friendly tactics, and maintain your charitable values.

At Mission Wealth, we help our clients identify the causes and charities that they are most passionate about through our Categories of Philanthropy exercise. Then we help introduce our clients to potential nonprofit partners in their field of interest. Through our continued planning process, we determine the most efficient way for clients to do their giving. This may include distributions from retirement plans, using donor advised funds for the transfer of appreciated stock, or more sophisticated solutions through charitable gift annuities or charitable remainder trusts.

Philanthropy and Charitable Planning at Mission Wealth

Charitable Planning Transitions:

Stipend to a Family Member & Intra-Family Loans
Gifting to Children and Grandchildren
Develop & Review Estate Plan
Creating a Foundation
Create or Fund a Scholarship
Fund a Cause or Event
Gifting to a Religious Organization

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Health and Long Term Care Planning

Enjoy more financial security and peace of mind that your family will continue to be cared for when you are no longer able to.

We are experienced in unique health planning needs and are equipped to help ensure financial security and protection for you and your family. Our Client Advisors will also coordinate with your external team of care managers or professional advisors to ensure there is a reliable, long-term care solution for your greater peace of mind.

Health and Long Term Care Planning at Mission Wealth

Health and Long Term Care Planning Transitions:

Concern About an Aging Parent
Concern About the Health of a Child
Concern About the Health of a Spouse
Concern About Personal Health
Family Member in Need or Professional Care
Family Member With Disability or Illness
Family Member Expected to Die Soon
Recent Death of a Family Member
Create End of Life Medical Directive

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Why Choose Mission Wealth?

At Mission Wealth, we offer solutions to help you through complex stages of your financial journey.

We work as an advocate for our clients, dedicated to empowering them to realize their financial and life dreams in the most caring way possible. As your trusted advisor, we help you determine where you want to go and the best way to get there.

We help you explore the most cost-effective solutions to help cover a number of possibilities. We have no proprietary products to sell and no quotas to fill. We simply offer independent, objective advice that serves your best interests.

Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their future.

We develop customized, globally diversified, tax-efficient portfolios tailored to your financial plan and built to stand the test of time.