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Is PharmD Financial Planning The Right Firm For You?

Your Proposal:

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

We created the PharmD Proposal to show you what it's like working with us. No strings attached. No hard sell. Instead, you get a firsthand look at how we work with our client.

Our primary goal is to demonstrate how we can begin to help you achieve your new best financial life.

Our 3 Step Process

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

Step 1: 


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 you’re goals, challenges, and motives are. After that, we’ll be able to identify if your financial position matches our expertise. This call usually takes 30  to 45 minutes.

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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

After a thorough analysis, we will deliver a written proposal, in plain English, of 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: 

Your Decision

The best part of this process is that you get to make the final call. You get to decide if we are a good fit or not. If you decide to hire us, we will transition you into the New Client Onboarding Process. We will gather any additional information necessary along with answering any other questions you may have. Or you may decide we are not a good fit. If that is the case, we will part ways as friends. Never a hard sell. Never any pressure to say yes.

Are You Ready To Pursue Financial Independence?

To learn more about how we can help, schedule your complimentary consultation today!

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