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