DMBA Financial Planning

DMBA Financial Planning & Wellness

Services

Our mission is not just to educate, but to "Inspire action to achieve lifelong financial security—empowering individuals to save, serve, and bless others’ lives."

Coaching Consultation

Make an appointment with one of our financial coaches to

  • build emergency savings,
  • create spending plans or budgets,
  • manage debt,
  • understand insurance protection,
  • get started with estate planning and investment management, and
  • prepare for pre-retirement goals.

Make an appointment with one of our financial coaches.

Comprehensive Retirement Planning

Want to learn more about income and expenses in retirement and how your benefits will respond to the transition. We can help you

  • find purpose in retirement,
  • understand your Social Security and employer-sponsored retirement plan benefits,
  • learn about retiree health insurance and basic estate planning steps, and
  • be alerted to some common pitfalls.

At your initial retirement planning appointment, we can discuss meeting further to develop a comprehensive retirement plan with an overall probability of success. Click here to start.

Education

Interested in sponsoring worksite financial wellness education? Request an in-person or video workshop from our team today.

Resources

Core Financial Principles

Evaluate and change your financial habits

Forecasting Your Retirement

See if you’re on track

Milestones

Navigate your life’s events

Financial Calculators

Explore simple ways to save

Videos

Educate and motivate yourself and others

Our Story

  • Where We Began

    DMBA was founded in 1970 when The Church of Jesus Christ of Latter-day Saints, along with other companies owned and operated by the Church, established us as a third-party administrator to manage employee benefits. Today, we’re known as Deseret Mutual Benefit Administrators, or DMBA. We are a private, nonprofit trust.

  • The Financial Planning Team was Started

    In early 2001, we desired to help the employees of the Church and Church-owned companies with their financial questions. Through focus groups, we found that people wanted financial education and access to financial planners. Thus the financial planning team was born.

  • "Do-It-Yourself" Financial Programs Were Developed

    To complement the financial planning team’s work with groups and individuals and to meet the needs of those who desired a self-directed educational approach, the Core Financial Principles and Forecasting Your Retirement programs were created to educate and inspire.

  • Today

    The DMBA Financial Planning team can assist you with many financial matters, from financial coaching consultations to comprehensive financial analysis and planning. The team is continually innovating to provide workplace financial wellness and an objective and qualified perspective for you.

  • How can
    we serve
    you?

Team

If you work for a participating employer, you have access to DMBA’s award-winning, highly trained, experienced Certified Financial Planners® as part of your benefits package, at no additional cost.

Shane Stewart

CFP®, ChFC®, MBA

Allen M. Hughes

CFP®, ChFC®, CLU, MBA

Scott Stringham

CFP®, ChFC®, MBA

Lisa Stott

CFP®, ChFC®

Jake Lingard

CFP®, ChFC®

Gerika Ballard Espinosa

CFP®, AFC®