Jon and the team at Mission Capital Management are the BEST!!! They are knowledgeable, honest and most important of all they CARE. Jon is my financial manager and a member of my personal advisory team. I highly recommend his firm. You can find out more HERE on his brand new BLOGsite.
Here is a partial list of his services:
Personal Financial Management
- We start with the big picture. What are your long-term goals? What is your calling? What do you wish you could achieve, but aren’t sure how to?
- The next steps are to identify reachable short and intermediate term goals, develop a plan for reaching them, and monitor your progress.
What is included:
- Personal Bill Payment Service
- Monthly Personal Financial Statements
- Reconciliation of Personal Accounts
- Ongoing Advice and Accountability on Personal Financial Matters