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Financial Freedom
Is NOT Just A Dream

Achieve financial confidence with your personalized blueprint to financial freedom.

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Finances keeping you up at night?

What about Retirement?

Do I have too much debt?

Are my finances organized for my kids?

What if something happens?

Do we have enough for college?

What is our probability of success?

Stop worrying about your financial future....

Embrace a future of financial clarity, confident decision making, and a future of financial flexibility.

Schedule Complimentary Meeting

Here’s How The Process Works

Discovery Consultation

Understand Your Personal Financial Landscape
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Personalized Financial Blueprint

Establish Your Personalized Financial Blueprint
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Financial Flexibility & Confidence

Peace Of Mind to Navigate The Future With Confidence
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Learn More About The Process
A man with short brown hair wearing a black button-up shirt smiles while facing the camera, with a softly blurred indoor background behind him.
"A dream is just a dream. A goal is a dream with a plan and a deadline."
Harvey Mackay
"Time is your friend; impulse is your enemy."
John Bogle
"If I had not tithed the first dollar I made, I would not have tithed the first million dollars I made."
John D. Rockefeller
An investor without investment objectives is like a traveler without a destination.
Ralph Seger
The key to making money in stocks is not to get scared out of them.
Peter Lynch
We simply attempt to be fearful when others are greedy and to be greedy only when others are fearful.
Warren Buffett
Without counsel plans fail, but with many advisers they succeed.
Proverbs 15:22

Meet Mark

Certified Financial Planner™ Professional

Mark V. Kleene, CFP® is the visionary founder of MVK Financial Planning, LLC, an independent, fee-only financial planning firm nestled in Jefferson City, Missouri.

Specializing in providing comprehensive financial planning and investment counsel, Mark serves individuals and families across all income levels. Mark ardently believes that financial guidance should not be dependent on minimums (net worth or investment minimums).  Moreover, he emphasizes the significance of costs, ensuring cost savings for his professional services.  When furnishing investment advice, Mark meticulously considers the underlying costs within recommended mutual funds.

Whether you seek a one-time consultation or ongoing services, Mark accommodates your needs. As a dedicated Certified Financial Planner ™ Professional and lifelong Mid-Missouri resident, Mark actively engages with his community through church involvement and various civic and fraternal organizations.

Learn More About Mark

Benefits of working with MVK Financial Planning...

Fiduciary Duty

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Fee Only
No Commissions or Incentives

Why No Fee

Financial Flexibility

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Why No Fee
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Here's What Our Clients Are Saying:

“We have trusted our investments with Mark for several years. From the first meeting where he assessed our investment comfort levels, he has always personalized our experience. It is nice to know our money is working for us without us having to micromanage things. Mark is always willing to keep us updated as often as we feel necessary.”
Amy and Steve KAmy and Steve are clients and are not being compensated for sharing their opinion and experience with our firm. Amy and Steve’s comments may not be representative of any other person’s experience with the firm.
“As I entered retirement, you helped me get out of debt, and on track with my finances. It is scary for me to even think about where I would be right now without your help.”
Nancy JNancy is a client and is not being compensated for sharing her opinion and experience with our firm. Nancy’s comments may not be representative of any other person’s experience with the firm.
“I don’t have to worry because of your clear, timely, and effective communication.”
Mike HMike is a client and is not being compensated for sharing his opinion and experience with our firm. Mike’s comments may not be representative of any other person’s experience with the firm.
“MVK provides a personal touch that no other advisor can provide.”
Robert and Wendy MRobert and Wendy are clients and are not being compensated for sharing their opinion and experience with our firm. Robert and Wendy’s comments may not be representative of any other person’s experience with the firm.
“MVK is very good at explaining his recommendations and answering my questions and concerns.”
DeeDee CDeeDee is a client and is not being compensated for sharing her opinion and experience with our firm. DeeDee’s comments may not be representative of any other person’s experience with the firm.

INVESTING ≠ PLANNING

At MVK Financial Planning we believe your financial future is more than investments.  By taking a comprehensive view of the investment and
non-investment aspects of your life, it is easier to see the big picture and thus plan for the future.

Having a financial plan helps answer those questions and brings all of your Financial Team members together (Accountant, Insurance Agent, Estate Planning Attorney, Investment/Financial Planner).  Everyone is working off the same game plan.

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