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.)
Case Study #1
We Made it, Now What?
Case Study #2:
Case Study #3:
A DIYer No More
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.
- Planning Meeting I: April - May
- Planning Meeting II: October - November
Investment Management: (optional)
- Ongoing Investment Monitoring
- Monthly Portfolio Rebalancing
- Monthly Investment Rundown Report
- Personalized Online Investment Portal Access
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.
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!
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!
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
Let's Get Started