We help pharmacists at every
stage of their career develop a plan to live a rich life todayand tomorrow.
If you're wondering how working one-on-one with a financial planner can help you achieve your financial goals, the best place to begin is by attending a free
YFP Planning Open House event.
Experience for yourself - commitment-free.
We help pharmacists
at every stage of
their career
develop a plan to live a rich
life todayand tomorrow.
If you're wondering how working one-on-one with a financial planner can help you achieve your financial goals, the best place to begin is by attending a free
YFP Planning Open House event.
Experience for yourself - commitment-free.
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
KelleyCPharmD, Founder & CEO
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.
"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
KelleyCPharmD, Founder & CEO
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.
What We Cover at the Open House
All live attendees will receive an interactive workbook that includes a free resource "Where Should My Next Dollar Go" to help you assess your overall financial well-being and provide clarity on how to efficiently deploy cash, avoid overspending, and prioritize various financial goals.
Financial Vitals Check
Taking a pulse on your financial health is vital. You'll learn how to calculate your net worth, get access to a net worth tracking sheet you can personalize, and see how where you stand on our financial fitness checklist.
Living a Rich Life
Gain clarity on your vision for living your rich life and how the financial plan can become the engine for achieving that vision.
How Much is Enough?
Have you ever wondered, "How much do I need to retire?" We'll walk you through how to determine "How much is enough?" when it comes to retirement planning and whether or not you are on track.
Nuts & Bolts to Hiring a Financial Planner
Knowing what to look for when hiring a financial planner is crucial. We'll share what to look for when hiring a financial planner, the different types of planners available, why fee-only matters, and questions you can ask when hiring a planner.
YFP Planning Philosophy & Offerings
We'll dig into what's offered at YFP Planning, including financial planning and tax/accounting services for individuals or small business owners, and will discuss the YFP philosophy behind our services to help you determine whether or not we're the right fit for you.
Connect with Community
We believe in the power of community when it comes to setting and achieving financial goals. This open house will afford you the opportunity to meet with other pharmacists that are on a journey to financial wellness just like you.
What We Cover at the Open House
All live attendees will receive an interactive workbook that includes a free resource "Where Should My Next Dollar Go" to help you assess your overall financial well-being and provide clarity on how to efficiently deploy cash, avoid overspending, and prioritize various financial goals.
Financial Vitals Check
Taking a pulse on your financial health is vital. You'll learn how to calculate your net worth, get access to a net worth tracking sheet you can personalize, and see how where you stand on our financial fitness checklist.
Living a Rich Life
Gain clarity on your vision for living your rich life and how the financial plan can become the engine for achieving that vision.
How Much is Enough?
Have you ever wondered, "How much do I need to retire?" We'll walk you through how to determine "How much is enough?" when it comes to retirement planning and whether or not you are on track.
Nuts & Bolts to Hiring a Financial Planner
Knowing what to look for when hiring a financial planner is crucial. We'll share what to look for when hiring a financial planner, the different types of planners available, why fee-only matters, and questions you can ask when hiring a planner.
YFP Planning Philosophy & Offerings
We'll dig into what's offered at YFP Planning, including financial planning and tax/accounting services for individuals or small business owners, and will discuss the YFP philosophy behind our services to help you determine whether or not we're the right fit for you.
Connect with Community
We believe in the power of community when it comes to setting and achieving financial goals. This open house will afford you the opportunity to meet with other pharmacists that are on a journey to financial wellness just like you.you.
This isn't just a regular webinar.
Our open houses are live, virtual events which means that no recording will be available. We enjoy connecting in real-time with pharmacists who attend our open houses and value the ability to have an engaging conversation with you instead of a one-way presentation. If you have a spouse, partner, or significant other, please ask them to attend the open house with you.
Got questions? Want to learn more?
Check out this video from YFP Co-Founder and CEO, Tim Ulbrich, PharmD.
Got questions? Want to learn more?
Check out this video from YFP Co-Founder and CEO, Tim Ulbrich, PharmD.
info@yourfinancialpharmacist.com • Privacy Policy • Disclaimer/Advertising Disclosure • www.yfpplanning.com
©2024 Your Financial Pharmacist Planning LLC
info@yourfinancialpharmacist.com
Disclaimer/Advertising Disclosure
© 2024 Your Financial Pharmacist Planning LLC