Your Free Retirement Assessment
Is PharmD Financial Planning the Right Firm for You? We understand that committing to work with a financial planner is a big decision and we want to make it easier on you.
That is why our goal is to show you exactly how we can help before you hire or pay us anything.
No strings attached. No hard sell. Instead, you get a firsthand look at how we operate.
Your Retirement Assessment
A 3-step process to help you evaluate our services so you can make an educated and informed decision about working together.
The Retirement Assessment Process:
Step 1:
Consultation
The initial consultation is an opportunity for both of us to see if we’re a good fit to work with each other. You’ll share with us what your hoping to accomplish and what type of relationship you're looking to engage in. After that, we’ll be able to identify if your financial position matches our expertise. This call usually takes 30 to 45 minutes.
Step 2:
Our Evaluation
This step is focused on gathering the necessary information we'd like to know about you. You'll answer our intake questions along with uploading a few requested documents. This will all be done through a secure data sharing source called PreciseFP. As you know, you can't write a proper prescription without a thorough evaluation. We will then take that information and use it to create a personalized proposal. This proposal will focused on actions you can start taking toward accomplishing the goals you identified in the previous step.
Step 3:
Discovery Meeting
This step is focused on getting to know you better. We'll meet and talk more in-depth about you, your goals, and your most pressing financial challenges and concerns. We will then take this information and use it to create a personalized financial plan executive summary just for you.
Step 4:
Think About It
We understand this is a big decision. We want to give you enough time to properly think it through. Our goal is a long-term relationship, not a quick transaction. If we end out not being what you were looking for, that is ok. We will happily help you find another professional who is a better fit. There will never be any pressure for you to say "yes". You'll never have to worry about the hard sell.
Step 5:
Financial Plan Executive Summary
During this step, we will deliver your customized financial plan. Your plan will outline the simple next steps you can take to make an immediate positive impact on your financial life.
A few key areas we will focus on:
- Retirement Viability Analysis
- Tax Return & Tax Plan Analysis
- Investment Portfolio Analysis
At that point, you get to decide whether hiring us is worth it or not. No hard sell. We only ask that you take time to reflect on our process and whether our expertise will benefit you and your family.
What Comes Next? Check out our Prospective Client Roadmap below.
Are You Ready To Pursue Your Retirement Dream?
To learn more about how we can help, schedule your complimentary consultation today!