Financial Planning During the Holidays: The Perfect Time for Prioritizing What is Truly Important

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The holidays are a time of year for focusing on what’s most important. Mission Financial Planning helps clients prioritize their finances, aligning spending and saving with clients’ deeper values.

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Mission Financial Planning Fee-Only Financial Planning for Dentists

Financial planning helps clients quantify their goals. Once a person sees how something is possible, they’re ready to commit to making it happen.

Sharon Weaver, president of Mission Financial Planning, Inc., realizes that Christmas may seem an unusual time to talk about budgets and financial planning. “People get distracted by parties and gift buying, but it’s traditionally the time of year to focus on what is truly important. What better time to think about financial planning which is, at its core, aligning a person’s money with their values.”

Mission Financial Planning’s advisors take time during the holidays to talk with clients about their intentions, wishes and obligations, and help redirect their clients’ resources toward what they truly value, usually longer term goals or higher aspirations. Examples would include a secure retirement, more focused charitable giving, switching to a more rewarding career, paying for a child’s education, or becoming debt free.

Weaver states, “Christmas focuses us on faith, family and giving, New Year’s resolutions motivate us to improve our lives and look to the future. The holidays offer a perfect opportunity for incorporating what is truly important into one’s financial plan.”

A quick glance at someone’s credit card bill or check register will rarely reflect the picture of the person they strive to be. At a time of year when spending is given so much attention, it takes extra diligence to be intentional about directing our money toward what is genuinely held dear.

“Too often people give up what they want the most, just to enjoy the moment. One reason is that they don’t know what it will take to achieve their long term goals or higher aspirations. Financial planning helps clients quantify their goals. Once a person sees how something is possible, they’re ready to commit to making it happen.”

Mission Financial Planning is a fee-only financial advisory firm that creates and monitors financial plans for dentists across the U.S. The firm takes a comprehensive approach, consulting on personal and small practice financial planning. For more information call 913-948-9694 or visit

Fee-only financial advisors are compensated solely by the client with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product.

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Sharon Weaver, CFP, AWMA
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