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Our WISDOM Process

"Joyful is the person who finds wisdom and gains understanding" - Proverbs 3:13


At MissionBridge Wealth, our goal is to provide you the knowledge and tools you need to navigate your unique situation. Through guidance and education of our WISDOM-driven process, you'll gain confidence to make many financial decisions, and we'll be here to guide you every step of the way.

To make the most of our Welcome Meeting we'll  need information; account statements, tax returns, estate planning documents. We may not need it all the first meeting, but in order to build a comprehensive plan, the more details the better!

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