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Mission Wealth Unveils MissionForward™

Mission Wealth, a highly regarded wealth management firm based in Santa Barbara, California, has officially launched MissionForward™, a digital application aimed at providing comprehensive financial support for the new generation of investors. Recognizing the impressive rise of digital natives who seek innovative and accessible financial advice, this contemporary platform is designed for young professionals, entrepreneurs, and affluent families embarking on their financial journeys.

Meeting Current Investor Needs

Today's investors are looking for not only accessibility but also flexibility in the financial services they utilize. MissionForward™ has successfully tapped into this demand by offering a mobile-first application that is both user-friendly and functional. Sara Clark, Partner and Chief Client Officer at Mission Wealth, emphasizes the need for a modern approach, stating, "We understand that today's investors want a mobile-first approach to managing their personal finances. MissionForward is our way of meeting these clients where they are—offering clients real-time access to expert advice and digital tools that support their life goals."

The introduction of MissionForward™ indicates a strategic effort on Mission Wealth's part to service a demographic that may not yet qualify as high-net-worth individuals under traditional metrics. This platform allows users access to comprehensive financial planning without requiring substantial initial assets, thus lowering the barrier to professional financial guidance.

Key Features of MissionForward™

MissionForward™ comes packed with features designed to democratize access to expert financial advice:

• - Secure Messaging: Users can communicate directly with dedicated Certified Financial Planner™ (CFP®) professionals, ensuring that queries and concerns are promptly addressed.
• - Personalized Financial Planning: The app provides tailored financial planning strategies, complete with annual updates to adapt to users’ evolving circumstances.
• - Access to Investment Portfolios: Users receive entry to professionally managed investment portfolios that align with their financial goals.
• - In-App Functionalities: Users can schedule meetings, upload necessary documents, and track tasks all within the app, streamlining the user experience.
• - Educational Content: MissionForward™ features a wealth of educational resources aimed at enhancing financial literacy tailored to individual user goals.

Empowering Users to Take Control

Clark articulates the vision behind MissionForward™, stating, “We see MissionForward as a tool designed for the life you are building.” She recognizes that whether an individual is just launching their career, managing a young family, or navigating the complexities of wealth accumulation, MissionForward™ provides essential support to make informed financial decisions.

Those interested in the app can find more information and get involved in a burgeoning community of next-generation investors at missionwealth.com/missionforward.

Moreover, existing Mission Wealth clients utilizing the firm’s comprehensive wealth management services should continue using the MissionAccess mobile app for ongoing financial planning and portfolio management needs.

About Mission Wealth

Since its inception in 2000, Mission Wealth has dedicated itself to serving over 4,190 clients and managing assets exceeding $11.9 billion across the United States. The firm prides itself on its commitment to core values and modern solutions tailored to client needs. For those interested in exploring Mission Wealth's services further, they are encouraged to visit missionwealth.com or contact them at 805-516-5187 for a complimentary consultation.

This innovative launch marks a significant step in expanding financial accessibility for young investors, encapsulating the firm’s vision for the future of wealth management.