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A Human-First Approach to Wealth Management

At Focused Mission Financial, we believe your money should work as intentionally as you do. That’s why our process isn’t about dropping numbers into a spreadsheet or handing you a one-time plan. It’s about understanding your story, your business, and what success looks like for you and your family over time.

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A clear, hands-on framework designed for those who are tired of wondering if they’re “doing enough” with their money.

This is an ongoing partnership built on communication, clarity, organization, and implementation. From the first strategy call to ongoing reviews, every step is meant to bring value and provide a sense of direction and confidence in your financial life.

We believe Wealth Management is about having a partner on your team who helps to make sure your entire financial life is working together.

We call our approach The FMF Framework

Where To Start

Getting started with FMF is simple. It just starts with a conversation.

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Step 1: Initial Strategy Call

A quick 20-minute Zoom to talk through what’s happening in your financial life. No prep needed.

We will:

Explore why you reached out and what’s top of mind.
Discuss your situation at a high level.
Answer questions about how we work and where we add value.

This call helps us both see if it’s the right fit. If we believe we can add value to your financial life, we’ll move on to Step 2.

👉 Book Your Strategy Call

Step 2: Wealth Management Proposal

If we move forward, we’ll request a few pieces of information (tax returns, investment statements, etc.) before a 60-minute proposal meeting. Here’s what happens:

Part One: Whether we work together or not, our goal is for you to receive a few real, actionable takeaways along with our thoughts on your current financial picture.
Part Two: We’ll walk through our investment philosophy, how we partner with clients, our fee structure, and the ongoing services you’ll receive.

No matter what, our goal is for you to leave this meeting with concrete ideas to strengthen your financial life.

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When You Say “Yes” to
The FMF Framework

Saying “yes” is the start of an ongoing partnership where our goal will be to organize and optimize your financial life so that you can move forward with clarity and confidence.

Behind the scenes, we run different scenarios, stress test your options, and craft personalized and detailed recommendations across many areas of your financial life:

Cash Flow & Income Planning
Investment Planning
Tax Planning
Insurance Planning
Estate Planning
Business Planning
Legacy Planning
And much more!

This becomes the foundation of our ongoing work together. Also, it’s not just a one-time plan, but a living and breathing roadmap that we will continue to revisit.

A plan is only as good as its implementation. That’s where FMF stands apart. We don’t just send you a PDF and wish you luck. We’re going to help you put everything in place and get it done!

It can certainly be an extensive onboarding process to get the ball rolling. Once we are up and running, along with everything FMF is doing behind the scenes, we generally have two structured meetings per year:

Spring Review (Feb/Mar): To develop the game plan for the year, review your portfolio, look at outstanding to-dos, and make sure you and your CPA have what you need from us headed into tax season.
Fall Review Check-In (Oct/Nov): Year-end check-in to capture last-minute opportunities and make sure we’ve done everything we’ve set out to do for the year.

And between those two strategically structured meeting time periods, we are only ever an email or phone call away.

As your financial life evolves, your plan will too. Over the years, we will continually evaluate, optimize, and adjust so that your plan continues to align with your goals and priorities.

Our Fees

Straightforward & Transparent

We charge a percentage fee based on the investments we manage for you, and that fee is automatically deducted from your account on a quarterly basis.


$0 – $1,000,000	1.00%
$1,000,001 – $2,000,000	0.80%
$2,000,001 – $3,000,000	0.60%
$3,000,001 – $10,000,000	0.40%
$10,000,001 and Above	0.20%

Why Clients Value Our Approach

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Fee-Only: We’re paid solely by our clients. No commissions. No hidden incentives. No product sales.

Fiduciary Duty: We have a legal and ethical responsibility to always act in your best interests.

Aligned with You: We are focused on growing and protecting your wealth, not selling you products.

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The FMF Difference:

Other advisors stop at “the plan.” We stay by your side, year after year, to make sure it gets done.

Frequently Asked Questions

Absolutely! This is a core part of our service. We enjoy working directly with CPAs to make sure your financial and tax planning stay fully aligned. Here’s what that looks like in practice:

Annual Tax Planning Letter – We send both you and your CPA a clear summary of what tax forms to expect, when to expect them, and highlight any strategies we’ve implemented to help ensure nothing falls through the cracks.
Schwab Tax Forms – We provide your CPA with the necessary forms generated by Schwab each year.
Tax Return Review – We request a copy of your return annually so we can review it and ensure everything matches up with your overall financial plan.
Year-End Coordination – As tax planning wraps up each year, we work with your CPA to make sure any last-minute strategies are implemented properly.

So, yes, we coordinate closely with your CPA so you can feel confident everything is handled seamlessly.

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Ready to take the first step?

Schedule your Initial Strategy Call today and get to know us better.

👉 Book Your Strategy Call

A Human-First Approach to Wealth Management

We call our approach The FMF Framework

Where To Start

Getting started with FMF is simple. It just starts with a conversation.

Step 1: Initial Strategy Call

A quick 20-minute Zoom to talk through what’s happening in your financial life. No prep needed.

We will:

Explore why you reached out and what’s top of mind.

Discuss your situation at a high level.

Answer questions about how we work and where we add value.

This call helps us both see if it’s the right fit. If we believe we can add value to your financial life, we’ll move on to Step 2.

Step 2: Wealth Management Proposal

When You Say “Yes” to
The FMF Framework

Saying “yes” is the start of an ongoing partnership where our goal will be to organize and optimize your financial life so that you can move forward with clarity and confidence.

Step 1: Signing Party

Step 2: Onboarding Meeting

Step 3: Financial Plan Discovery Meeting

Step 4: FMF Builds Your Personalized Plan

Step 5: Financial Plan Review & Strategy Meeting

Step 6: Implementation & Ongoing Partnership

Our Fees

Straightforward & Transparent

We charge a percentage fee based on the investments we manage for you, and that fee is automatically deducted from your account on a quarterly basis.

Why Clients Value Our Approach

Fee-Only: We’re paid solely by our clients. No commissions. No hidden incentives. No product sales.

Fiduciary Duty: We have a legal and ethical responsibility to always act in your best interests.

Aligned with You: We are focused on growing and protecting your wealth, not selling you products.

The FMF Difference:

Other advisors stop at “the plan.” We stay by your side, year after year, to make sure it gets done.

Frequently Asked Questions

What types of clients do you work with?

Do you only work with business owners?

Will you coordinate with my CPA?

Where is my money held?

How do I know your process works?

Do you have a minimum fee?

Ready to take the first step?

Schedule your Initial Strategy Call today and get to know us better.

A Human-First Approach to Wealth Management

We call our approach The FMF Framework

Where To Start

Getting started with FMF is simple. It just starts with a conversation.

Step 1: Initial Strategy Call

A quick 20-minute Zoom to talk through what’s happening in your financial life. No prep needed. We will:

Explore why you reached out and what’s top of mind.

Discuss your situation at a high level.

Answer questions about how we work and where we add value.

This call helps us both see if it’s the right fit. If we believe we can add value to your financial life, we’ll move on to Step 2.

Step 2: Wealth Management Proposal

When You Say “Yes” to The FMF Framework

Saying “yes” is the start of an ongoing partnership where our goal will be to organize and optimize your financial life so that you can move forward with clarity and confidence.

Step 1: Signing Party

Step 2: Onboarding Meeting

Step 3: Financial Plan Discovery Meeting

Step 4: FMF Builds Your Personalized Plan

Step 5: Financial Plan Review & Strategy Meeting

Step 6: Implementation & Ongoing Partnership

Our Fees

Straightforward & Transparent

We charge a percentage fee based on the investments we manage for you, and that fee is automatically deducted from your account on a quarterly basis​.

Why Clients Value Our Approach

Fee-Only: We’re paid solely by our clients. No commissions. No hidden incentives. No product sales.

Fiduciary Duty: We have a legal and ethical responsibility to always act in your best interests.

Aligned with You: We are focused on growing and protecting your wealth, not selling you products.

The FMF Difference:

Other advisors stop at “the plan.” We stay by your side, year after year, to make sure it gets done.

Frequently Asked Questions

What types of clients do you work with?

Do you only work with business owners?

Will you coordinate with my CPA?

Where is my money held?

How do I know your process works?

Do you have a minimum fee?

Ready to take the first step?

Schedule your Initial Strategy Call today and get to know us better.

A quick 20-minute Zoom to talk through what’s happening in your financial life. No prep needed.

We will:

When You Say “Yes” to
The FMF Framework

We charge a percentage fee based on the investments we manage for you, and that fee is automatically deducted from your account on a quarterly basis.