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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.

Book a Free Discovery Call

*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.

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?

Book a Free Discovery Call
"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.*

Book a Free Discovery Call

*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

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 from the comfort of your home.

The above data is accurate as of 4/12/24.

Your Planning and Tax Team

Tim Baker, CFP®, RLP®, RICP®

Co-Founder & COO

Angel Melgoza, MS, CFP®, CSLP®

Director of Financial Planning & Lead Financial Planner

Kim Bolton, CFP®, CSLP®, CIMA®

Financial Planner & Portfolio Manager

Tom Groves, ChFC®

Financial Planner & Tax Advisor

Sean Richards, CPA, EA

Director of Tax

Sara Biondello

Tax Client Service Associate / Executive Assistant

Paul Boyle, FPQP®

Client 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.

Catch the Latest Episode of
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Ready to see how Your Financial Pharmacist can support you on your financial journey?

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Fee-Only
Comprehensive
Fiduciary

Latest from the YFP Podcast

Your Financial Pharmacist Podcast 382: Living & Leaving a Legacy with Joe Baker
October 31, 2024
Your Financial Pharmacist Podcast 381: 10 FAQs for First-Time Homebuyers with Tony Umholtz
October 24, 2024
Your Financial Pharmacist Podcast 380: Understanding and Improving Your Credit with Tim Baker, CFP
October 10, 2024
Your Financial Pharmacist Podcast 379: Inspiring Bold Ideas: Career and Entrepreneurial Insights with Dr. Brooke Griffin
October 3, 2024
Your Financial Pharmacist Podcast 378: 10 Questions for Early Retirement with Tim Baker, CFP
September 26, 2024
Your Financial Pharmacist Podcast 377: 10 Moves to Make to Become Financially Fit with Tim Ulbrich, PharmD
September 19, 2024

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