Why PharmD Financial Planning?
Fiduciary
There is nothing more important than trust. As a true Fiduciary, we will always have your best interests ahead of anything else. We are not beholden to an insurance company or broker/dealer. Our loyalties are always to our clients.
Fee-Only
We don't work with clients in pursuit of commissions. We believe in transparency and fair pricing. No hidden fees. We make it easy for you to understand how we get paid. We charge a flat fee that is not calculated based on your account balance. (No A.U.M)
CFP®
The CFP® exam is no NAPLEX, but it's the closest equivalent in the financial services industry. A CERTIFIED FINANCIAL PLANNER™ Practitioner has completed rigorous educational curriculum and is held to high ethical standards.
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We will help you manage the rewards of your hard work
Most pharmacists are hard-pressed for time, but they want to give their financial future the due diligence it requires.
Whether you’re just starting out, in the prime of you career, or you’re preparing to retire, a plan can help you make the most of what you've worked hard to earn. By applying our client-centric approach, we will work closely with you to craft a personalized financial strategy.
Financial Planning & Investment Management
Ongoing comprehensive financial planning. Year-round planning, advice and availability.
STAT Plan
Project-based guidance to address specific issues. One-time comprehensive planning.
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Helping Pharmacists Find the Financial Peace of Mind They Deserve
“Pharmacists face a distinct set of challenges and have worked hard to get where they are today. I understand and have helped navigate many of these financial complexities that you, too, may be facing.
I’m committed to applying my experience and qualifications as a CERTIFIED FINANCIAL PLANNER™ professional to help you make the right financial decisions.”
-Derek Delaney, CFP®, ChFC®, EA, CSLP
Founder & Lead Planner
Why Fee-Only?
As a pharmacist, you are committed to ensuring your patients use their medications safely and correctly, while a pharmaceutical sales rep may be more interested in selling the medications their company manufactures. Fee-only and commission-driven financial advice are not so different. As a fee-only planner, I’m committed to my clients' success and not just a commission-driven outcome. Learn more about why we’re fee-only and what else sets us apart as a firm.