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
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.
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.
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.
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
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.
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”.