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Financial Planning & Investment Management

Aligning Your Prosperity With Your Life Vision


Who Is This Service For?

This service is best for pharmacists and their families who value an ongoing relationship.  If you're looking to work with a Certified Financial Planner® to help create better long-term financial outcomes, this is the right service for you.


PharmD Financial Planning Case Studies

(These case studies are hypothetical and do not involve PharmD FP clients. These should not be constructed as a guarantee.)


Family-Case Study #1 Rochester, MN PharmD Financial Planning, LLC

Case Study #1

We Made it, Now What?


View the case study

Young Couple Approaching Retirement Case Study #2 Rochester, MN PharmD Financial Planning, LLC

Case Study #2:

Approaching Retirement


View the case study

Elderly couple Case Study #3Rochester, MN PharmD Financial Planning, LLC

Case Study #3:

A DIYer No More


View The Case Study


What’s Included


Financial Planning Rochester, MN PharmD Financial Planning, LLC

Financial Planning

We’ll provide goal-oriented guidance that considers your entire financial picture. From tax planning to retirement planning and everything in-between. Our mission is to help you pursue true financial wellbeing.

Investment Management Rochester, MN PharmD Financial Planning, LLC

Investment Management

If you choose to include investment management in your plan, we’ll determine a strategy based on your risk tolerance, needs and short- and long-term goals. With industry-leading technology, we’ll update your investments throughout the year. We use Betterment for Advisors as our investment management platform.

Ongoing Relationship Rochester, MN PharmD Financial Planning, LLC

Ongoing Relationship

Real financial planning is an ongoing endeavor. We’ll regularly review your progress throughout the year and make adjustments to your strategy as your life evolves. We’ll also be here as your go-to resource to talk through any financial concerns or decisions that arise. You'll never have to worry about making big financial decisions alone.

View Our Fees



Is PharmD Financial Planning right for you?

Our goal is to demonstrate how we can best serve you. We know deciding to work with a financial professional is a big decision and we want to make it easier. 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

We call this our "Prove It" process to let you decide if we're worth it.



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 . 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!



The Ongoing Relationship


Planning Meetings:

(2/year)


The planning meetings will focus on goal progression, plan implementation, and annual planning topic reviews.

  1. Planning Meeting I: April - May
  2. Planning Meeting II: October - November

On-Call Services:

(Unlimited)


These meetings give you the security and peace of mind of having your PharmD FP professional on-demand and available when changes occur in your life that require our attention. We also schedule these to hold you accountable and to proactively keep you on track when events happen that require your immediate attention.



Unlimited Email and Phone Support Rochester, MN PharmD Financial Planning, LLC

Unlimited Email and Phone Support:

Do you have a quick question or need support? We are one email or phone call away!

Get in Touch

Commentary Rochester, MN PharmD Financial Planning, LLC

Commentary:

You will receive regular communication from PharmD FP in the form of PharmD Weekly emails or periodic newsletters. We understand it’s important to be up to date with everything going on in our financial world. We do our best to make that a reality for you!



Schedule an Introductory Call