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Financial Planning & Investment Management

Aligning Your Prosperity With Your Life Vision

Who Is This Service Best 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. You will also be given access to your very own PharmD Financial Planning online Client Portal.

View Our Fees

The Ongoing Relationship

What You Can Expect As A Client Of PharmD Financial Planning

2 Re-occurring Planning Meetings a Year:

60 minutes each

These re-occurring 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

Investment Management: (optional)

  • Ongoing Investment Monitoring
  • Monthly Portfolio Rebalancing
  • Monthly Investment Rundown Report
  • Personalized Online Investment Portal Access

On-Call Meetings:


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.

Ongoing Planning Work & Proactive Outreach:

Our financial world moves fast. If we see or anticipate any changes (Ex: tax law changes) happening that will impact your financial wellbeing, we will be proactive in creating a strategy that will keep you on track.

Client Portal

Are you interested in having the ability to view your entire financial picture in one secure location? We've got you covered!

Your PharmD FP Client Portal is your go to spot for:

  • 24/7 access to your financials
  • A single, unified view of your current financial picture
  • Connecting and aggregating your outside accounts (ex: 401(k)s, IRAs, Bank Accts, Mortgage Loans, etc.)
  • Secure file and document sharing and private file and document storage within your secure document Vault
  • So much more! 

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

PharmD Weekly:

You will receive regular communication from PharmD FP in the form of PharmD Weekly emails. 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!

PharmD E-Newsletter

Are you looking for an insightful E - Newsletter you can count on for impactful information about your money? Great, we've got what you're looking for!

  • Impactful content on all things finance, economics, investment markets, tax, and more!
  • Real insights from a Certified Financial Planner(r) 
  • Fun and personable information about PharmD Financial Planning

Learn More Here

Schedule an Introductory Call