Everyone has a mission…
Let us help you on yours
What we Do
Individualized Financial Planning & Advice
Staying on target in today’s busy world can be an overwhelming challenge. It’s easy to get lost in scattered priorities. When it comes to finances, focus and diligence can be the difference between today’s dreams and tomorrow’s realities – no matter where you are.
At Co-Missions, we believe this journey is not meant to be taken alone. We partner with you to pursue your mission and reach your goals in a cost efficient way that gives you time and resources to spend on the things that matter to you.
Our mission is to deliver financial planning and advice that addresses both the financial and social goals of our clients.
Our Services
How We Accomplish Our Missions
Careful and detailed analysis
Quality Comprehensive Plan delivery
Tax-efficient planned giving
Innovative insurance management
Environmental, Social and Governance (ESG) Sustainable and Responsible Investment (SRI) management