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Our Complimentary Planning 

Process

Is PharmD Financial Planning The Right Firm For You?


We know deciding to work with a financial professional is a big decision and we want to make that easier on you. That is why we want to show you exactly how we can help before you're obligated to pay us anything.


Our Step by Step Process

 To help you make an informed and educated decision about working together. 



Step 1: 

Introductory Call

The initial phone 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 you’re goals, challenges, and motives are. After that, we’ll be able to identify if your financial position matches our expertise. We'll also determine which of our two service options will best meet your needs. This call usually takes 30  to 45 minutes.

Schedule Your Introductory Call

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:

Proposal Presentation

You can think of this step as the prescription. We will discuss, in plain English, what we feel you can do to start progressing toward your desired financial future. Our hope is that these proposed actions, along with our guidance, will show you a clear path forward of how to accomplish everything you have hoped.

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: 

Let's Get Started

So you've decided to move forward with us. Excellent! We will now transition you into the New Client Onboarding Process. We will gather any additional information necessary along with answering any other questions you may have. We are very excited and hope you are too!




Let's Get Started:

Are you ready to make an informed and educated decision about working together? Schedule a meeting with us today!

Schedule Your Introductory Call


Learn More About How We Work With Our Clients:


Financial Planning & Investment Management


Schedule an Introductory Call