Mission Financial Planning, operating as Trident Planning Services, is a financial planning firm that provides advice on budgeting, investing, insurance, education funding, tax management, debt management, retirement planning (including Social Security analysis), and estate planning. They work with clients to create financial models, identify planning gaps, and set financial goals. The firm does not manage investments.
Fee Structure
Mission Financial Planning offers ongoing financial planning services for an annual fee. For business owners, the fee is $6,500 per year, and for individuals, it's $5,200 per year. This includes an annual consultation, three quarterly phone calls, and ongoing support. If the planner's time exceeds approximately 24 hours for business clients or 20 hours for individuals, additional time is billed at $270 per hour.
- Social Security strategy assistance — $300, includes preparation, analysis, a one-hour meeting, and prepared reports.
- Retirement withdrawal strategy assistance — $500, includes preparation, analysis, a one-hour meeting, and prepared reports.
- Smaller-scope projects, second opinions, ad-hoc planning or advice - Project fees are estimated based on hourly fees for financial planning of $270.00 per hour.
- Limited assistance with bookkeeping, financial accounting or reporting - $85.00 per hour.
