Sharon Weaver, CFP®, AWMA Mission Financial Planning

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About Sharon Weaver, CFP®, AWMA

I built Mission Financial Planning to provide financial planning in a purely advice-only, fee-only, fiduciary role. I have been a Certified Financial Planner (CFP) for 25 years.

My focus: Financial planning for dentists. Services include personal and practice cash flow planning, debt management, tax strategy, education funding, retirement plans and retirement planning, insurance assessment, and estate planning.

Over the years many dentist clients have referred other dentists, as well as non-dentist friends and family, to work with us. We are flattered with every referral – dentist or not – and honored to bring them into our family of great clients, if the fit is right.

Let’s schedule a time to talk about your financial questions and find out if our areas of expertise would add value to your long-term planning.

Thank you for considering Mission Financial Planning!

Read Sharon’s blog here:

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Ideal Clients

  • Advice-Only
  • Business Owners
  • Dentists

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options

  • Monthly Fee: $400+/mo
  • Flat Fee: $4800+/engagement
  • Hourly Fee: $270+/hr

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