Ready to live a rich life
today and tomorrow?*
What if you were able to get confident with your money, plan for big upcoming life events, know if you're on track for retirement, and feel secure in reaching your financial goals?
Your Financial Pharmacist (YFP) and YFP Tax support pharmacists at every stage of their careers in taking control of their finances and developing a plan to build wealth through virtual fee-only financial and tax planning.
*Every personal and financial situation is different and actual results could differ materially from those anticipated. We cannot guarantee specific financial outcomes.
Ready to live
a rich life
today and tomorrow?*
What if you were able to get confident with your money, plan for big upcoming life events, know if you're on track for retirement, and feel secure in reaching your financial goals?
Your Financial Pharmacist (YFP) and YFP Tax support pharmacists at every stage of their careers in taking control of their finances and developing a plan to build wealth through virtual fee-only financial and tax planning.
*Every personal and financial situation is different and actual results could differ materially from those anticipated. We cannot guarantee specific financial outcomes.
"Thank goodness we hired YFP for financial planning when we did! We have hit the ground running with MAJOR life changes (got engaged and planning a wedding, purchasing a new home/investment property, navigating new job offer) and Kim and Angel and team have been by our sides and supporting us every step of the way. There is peace in knowing that we have a team to help guide these decisions and walk us through many steps that we have never taken before!"
- Jamela Urban, PharmD, BCPS
Pharmacist and Functional Medicine Provider
Disclaimer: YFP Planning has not provided any compensation for, and has not influenced the content of, the testimonials shown. The testimonials shown have been invited, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.
"Thank goodness we hired YFP for financial planning when we did! We have hit the ground running with MAJOR life changes (got engaged and planning a wedding, purchasing a new home/investment property, navigating new job offer) and Kim and Angel and team have been by our sides and supporting us every step of the way. There is peace in knowing that we have a team to help guide these decisions and walk us through many steps that we have never taken before!"
- Jamela Urban, PharmD, BCPS
Pharmacist and Functional Medicine Provider
Disclaimer: YFP Planning has not provided any compensation for, and has not influenced the content of, the testimonials shown. The testimonials shown have been invited, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.
"Thank goodness we hired YFP for financial planning when we did! We have hit the ground running with MAJOR life changes (got engaged and planning a wedding, purchasing a new home/investment property, navigating new job offer) and Kim and Angel and team have been by our sides and supporting us every step of the way. There is peace in knowing that we have a team to help guide these decisions and walk us through many steps that we have never taken before!"
- Jamela Urban, PharmD, BCPS
Pharmacist and Functional Medicine Provider
Disclaimer: YFP Planning has not provided any compensation for, and has not influenced the content of, the testimonials shown. The testimonials shown have been invited, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.
We have a hard truth to tell you...
Making a six-figure income is not a financial plan.
You've worked hard to get where you are today.
You're earning a good salary, but have you ever wondered...
Am I on track to retire?
How do I prioritize and fund all of these competing financial goals that I have?
How do I plan financially for big, upcoming life events and changes like moving, having a baby, changing jobs, getting married, or retiring?
Why am I not as far along financially at this point in my career as I thought I would be?
The answer?
Your six-figure income is not a financial plan.
As a pharmacist, you have an incredible tool in your toolbox - your salary.
But without a vision and a plan, a good income will only go so far.
We help pharmacists at every stage of their careers take control of their finances and build wealth through comprehensive, fee-only financial and tax planning.
Are you ready to see how Your Financial Pharmacist can
support you on your financial journey?
"Before working with YFP Planning I had a decent baseline understanding of my finances and general goals I wanted to achieve. I was doing all the typical things (an emergency fund, maxing 401k contributions, budgeting, etc) but I was stuck on what the next steps were. Working with YFP Planning helped me get to that next level. They learned about my individual goals and helped me develop a plan that would reach them in a way that aligned with what I value. I continue to work with them regularly and see them as a trusted advisor on my financial journey, helping me see blind spots and prepare for life changes."
- Kelley Carlstrom, PharmD, BCOP
Founder & CEO, KelleyCPharmD
Disclaimer: YFP Planning has not provided any compensation for, and has not influenced the content of, the testimonials shown. The testimonials shown have been invited, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.
"Before working with YFP Planning I had a decent baseline understanding of my finances and general goals I wanted to achieve. I was doing all the typical things (an emergency fund, maxing 401k contributions, budgeting, etc) but I was stuck on what the next steps were. Working with YFP Planning helped me get to that next level. They learned about my individual goals and helped me develop a plan that would reach them in a way that aligned with what I value. I continue to work with them regularly and see them as a trusted advisor on my financial journey, helping me see blind spots and prepare for life changes."
- Kelley Carlstrom, PharmD, BCOP
Founder & CEO, KelleyCPharmD
Disclaimer: YFP Planning has not provided any compensation for, and has not influenced the content of, the testimonials shown. The testimonials shown have been invited, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Financial and Tax Planning Designed for Pharmacists
No one understands the financial challenges and opportunities that come with a pharmacy career more than another pharmacist.
Created by a pharmacist and a CERTIFIED FINANCIAL PLANNER™, Your Financial Pharmacist is built to help our clients set their future selves up for success while living a rich life today.*
*Every personal and financial situation is different and actual results could differ materially from those anticipated. We cannot guarantee specific financial outcomes.
Financial and Tax Planning Designed for Pharmacists
No one understands the financial challenges and opportunities that come with a pharmacy career more than another pharmacist.
Created by a pharmacist and a CERTIFIED FINANCIAL PLANNER™, Your Financial Pharmacist is built to help our clients set their future selves up for success while living a rich life today.*
*Every personal and financial situation is different and actual results could differ materially from those anticipated. We cannot guarantee specific financial outcomes.
"YFP Planning has allowed us to change the trajectory of our family tree. The full fee-only, unbiased spectrum of services start with developing and keeping you accountable for a monthly budget and extend through to tailoring a personalized and comprehensive 8-part financial plan that is built around your own goals and dreams. YFP Planning helped us erase $85,000 of our almost $240,000 of student loan debt, and now we are ready to set sail toward our next financial goal!"
- Kenith (K.C.) Fritsche, PharmD
Pharmacist
Disclaimer: YFP Planning has not provided any compensation for, and has not influenced the content of, the testimonials shown. The testimonials shown have been invited, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Our Financial Planning and Tax Teams
Can Provide Support With:
Comprehensive Tax Planning
Financial Planning
Estate Planning
Retirement Planning
Student Loans &
Debt Payoff
Financial Independence
Wealth Building & Investments
Wealth Protection
Life Planning & Transitions
Salary Negotiation &
Job Benefits
Fundamentals
Insurance
Our Financial Planning and Tax Teams
Can Provide Support With:
Comprehensive Tax Planning
Financial Planning
Estate Planning
Retirement Planning
Student Loans &
Debt Payoff
Financial Independence
Wealth Building & Investments
Wealth Protection
Life Planning & Transitions
Salary Negotiation &
Job Benefits
Fundamentals
Insurance
Our Financial Planning and Tax Teams
Can Provide Support With:
Comprehensive Tax Planning
Financial Planning
Estate Planning
Retirement Planning
Student Loans &
Debt Payoff
Financial Independence
Wealth Building & Investments
Wealth Protection
Life Planning & Transitions
Salary Negotiation &
Job Benefits
Fundamentals
Insurance
We support pharmacists at every stage of their careers across the United States.
We have 4 CERTIFIED FINANCIAL PLANNERS™ and an in-house tax team (including a CPA and IRS Enrolled Agent) that are ready to bring structure to your financial life, anticipate transitions so you are financially prepared, and provide accountability that allows you to follow through on financial commitments all in the comfort of your home.
FOUR CERTIFIED FINANCIAL PLANNERS™
29 YEARS OF FINANCIAL PLANNING EXPERIENCE ACROSS OUR TEAM
The above data is accurate as of 4/12/24.
280+ CLIENTS IN 40+ STATES
We support pharmacists at every stage of their careers across the United States.
We have 4 CERTIFIED FINANCIAL PLANNERS™ and an in-house tax team (including a CPA and IRS Enrolled Agent) that are ready to bring structure to your financial life, anticipate transitions so you are financially prepared, and provide accountability that allows you to follow through on financial commitments all in the comfort of your home.
FOUR CERTIFIED FINANCIAL PLANNERS™
29 YEARS OF FINANCIAL PLANNING EXPERIENCE ACROSS OUR TEAM
The above data is accurate as of 4/12/24.
280+ CLIENTS IN 40+ STATES
Your Planning and Tax Team
Tim Baker CFP®, RLP®,RICP®
Co-Founder & Director of Financial Planning
Angel Melgoza MS, CFP®, CSLP®
Lead Financial Planner
Kim Bolton CFP®, CSLP®
Financial Planner
Christina Slavonik CFP®, CSLP®
Financial Planner
Tom Groves
Candidate for CFP® Certification
Sean Richards CPA, EA
Director of Tax
Sara Biondello
Customer Service Associate
Paul Boyle
Customer Service Associate
Your Planning and Tax Team
Tim Baker, CFP®, RLP®,RICP®
Co-Founder & Director of Financial Planning
Angel Melgoza, MS, CFP®, CSLP®
Lead Financial Planner
Kim Bolton, CFP®, CSLP®
Financial Planner
Christina Slavonik, CFP®, CSLP®
Financial Planner
Tom Groves
Candidate for CFP® Certification
Sean Richards, CPA, EA
Director of Tax
Sara Biondello
Customer Service Associate
Paul Boyle
Customer Service Associate
"YFP Planning has done an amazing job of helping us plan for retirement. Their help has been invaluable in refinancing our home, comparing insurance options, setting up college savings accounts, and estate planning. The YFP Planning team is there each step of the way to help us reach our goals."
- Lukas Everly, PharmD, BCPS & Anna Everly
Associate Professor of Pharmacy Practice
Disclaimer: YFP Planning has not provided any compensation for, and has not influenced the content of, the testimonials shown. The testimonials shown have been invited, have been shared with each client’s permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.
Ready to see how Your Financial Pharmacist can
support you on your financial journey?
Fee-Only l Comprehensive l Fiduciary
Ready to see how Your Financial Pharmacist can
support you on your financial journey?
Fee-Only Comprehensive Fiduciary
© 2024 | Your Financial Pharmacist Planning, LLC.
Disclaimer: The marketing materials presented on this website include testimonials that serve as reviews of YFP Planning's products and services. YFP Planning does not compensate clients for reviews or testimonials, and YFP Planning does not provide anything of value in exchange for these reviews. YFP Planning has determined that there are no material conflicts of interest between the firm and the participant, and YFP Planning has not influenced the statement made by the client(s) appearing on this website.
