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Mission Trails Financial

Schedule a Consultation
  • How we help you
  • Who we are
    • Meet the team
  • Becoming a client
  • Contact us
  • Schedule a consultation
  • How we help you
  • Who we are
    • Meet the team
  • Becoming a client
  • Contact us
  • Schedule a consultation

Who we are

Helping you achieve the freedom to live your
most powerful life
Your long term financial partners

Devoted to offering personalized and
educationally focused financial services

Mission Trails Financial® is multi-year winner of the “Best Finance Services” award.

With a local office across from Cowles Mountain and years of dedicated service to their neighborhood community, the goal of Mission Trails Financial is for all of us to spend less time in the rat race and more time enjoying life.

You’ll appreciate the personal attention you receive from a team of educationally focused experts who know what it’s like to live and work near you.

Using our skill and network of professionals to
create your tailored plan

Experience the difference when it comes to
your financial plan

Background

Background

We have decades of financial expertise helping individuals and businesses reach their goals so we know a lot about finance. We also know and understand the importance of leveraging knowledge. That’s why we partner with specialists in taxes, estate, and business planning so we can assure we are giving you the power of knowledge to create a well-rounded plan.

Inclusivity

Inclusivity

No minimums! We want to help you learn about personal finance no matter your background or financial situation. Depending on what you are looking for, we can help you get the ball rolling, or simply focus on growth and maintenance.

Education

Education

We pride ourselves on education. We want you to understand how, what, and why when it comes to financial services and planning. We meet with our clients on a regular basis throughout the year to walk them through the financial planning process as well as portfolio design. We’re available for pop up questions and position ourselves to be your personal financial sounding board. We really do enjoy educating and we’re available for Lunch & Learn style seminars for local businesses and neighborhood groups.

Partnership

Partnership

First, we listen. We want to know what makes you you. What are your personal financial goals? What trail do you want to take? If your financial goals are unclear or undetermined, we’ll help you define them. Second, we'll help decide what gear and training are necessary to reach those goals. We’ll work closely with you to map out your financial portfolio and determine what mix of products best suit you. Third, we’ll walk with you every step of the way as you continue on the trail towards your definition of financial success.

Acting with honesty, integrity, and confidentiality as a fiduciary firm

Services with your best interests
at the forefront

How we serve you as a fiduciary firm
What we can offer you
Why we’re the right financial planner for you

Fiduciary Responsibility – Unlike most brokerage firms, Mission Trails Financial® is a Registered Investment Advisor (RIA). We have a fiduciary responsibility to act in your best interest always by providing independent, objective advice. We represent and are compensated by only you.

The Board of Directors, Representatives, and Financial Advisors comprising NAPFA have developed the following definition of Fiduciary:

fi•du•ci•ar•y – A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is required to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.

We offer financial services to both individuals and business.  

Individuals

  • Comprehensive Financial Planning
  • Investment Portfolio Review & Management
  • Insurances Review and Implementation
  • Coordination of Employee Benefits with Personal Assets
  • Estate Planning
  • Tax Planning Coordination

Businesses

  • Group Insurance Benefits
  • Company Sponsored Retirement Plans
  • Financial Education Seminar Program
  • Goal Setting
  • Forecasting
  • Analysis & Budgeting

We listen, we reach out to you for reviews, we want you to reach your goals, and we want to earn your trust.

Learn more about my story and mission

A word from our ceo, kristen kline

“The idea of Mission Trails Financial® began around the time we welcomed our second child. We wondered how we could better help others like us balance family time with work, all the while delivering exceptional investment service tailored to individuals and businesses alike.

We are thrilled to help those in our community find the trail they should be on for a secure and prosperous financial future”.

Meet our team

Kris

Interested in learning more? Discover more about us.

Our comprehensive
financial services

Explore our individual and business financial planning services.

Learn more

Process of
becoming a client

Understand our simple 6 step process to begin your trail to financial security.

Learn more

Upcoming events
and webinars

Check out the next opportunity to learn more about what it takes to craft a powerful financial plan.

Learn more

Achieve more with your financial plan

Reach out to us to discuss your
wealth options and establish a
long-term plan

Work with a team of advisors who will take the time to
understand your goals and provide as much education as you
need to fully understand your financial plan. We prioritize your
goals and provide you with knowledge to ensure you feel
confident about your wealth management.

Get in touch with us today

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Get in touch!

Call us at (619) 419-0238
Email us at MissionTF@MissionTF.com

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Advisory services offered through NewEdge Advisors, LLC, a registered investment adviser.

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