We help pharmacists live a rich life today and tomorrow.

At YFP Planning, we support pharmacists at every stage of their career take control of their finances, reach their financial goals, and build wealth through comprehensive, fee-only financial planning.

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Discovery Call

We help pharmacists live a rich life today and tomorrow.

We support pharmacists at every stage of their career take control of their finances, reach their financial goals, and build wealth through comprehensive, fee-only financial planning.

Get Started
Book a Free Discovery Call

Associations

Set your future self up for success while living a rich life today.

We want you to take care of your future and current self. Whether you are a new practitioner, mid-career pharmacist, pre-retiree, or already retired, our team of financial experts will work with you to identify your goals and help you bring them to fruition.

No matter where you are in your career, we've got you covered.

From building the foundation of your financial plan to growing your wealth and net worth, we have a service tailored to fit your needs.

Foundational Financial Planning

If you're a new practitioner to a mid-career pharmacist, our Foundational Financial Planning service was made for you. Expect to be in this stage for 2 to 5 years as we build the blocks to your financial plan while working to grow your assets. What's included:

  • Forming the building blocks of a financial plan
  • Cash flow & budgeting
  • Debt management
  • Student loan repayment strategies
  • Focus on MAC events (marriage, home buying, children)
  • Foundational investment strategies
  • Establish estate planning documents
  • Establish insurance policies (life & disability)
  • Foundational education planning
  • Investment management
Book a Free Discovery Call

Wealth Management

Our Wealth Management service is ideal for the mid-career to the retired pharmacist with over $250k in investable assets. We'll make sure your financial base is established, manage your assets, and work with you to help you continue to build wealth. What's included:

  • Advanced financial planning
  • Advanced investment strategies
  • Retirement income withdrawal strategies & Social Security claiming strategies
  • Estate planning (reviewing trusts, charitable strategies, and gifting)
  • Review insurance policies
  • Advanced tax planning
  • Advanced education planning
  • Investment management

Book a Free Discovery Call

What's fee-only, comprehensive financial planning?

We could be a great fit for you.

You'll follow this path when you're determining if you're ready to partner with YFP Planning.

The Pillars of YFP Planning

We're proud of the values we bring to our relationship with clients.

Holistic

We focus on every part of your life that has a dollar sign.

Proactive

We help anticipate transitions in your life so you are financially prepared.

Accountability

We'll hold you accountable so that you follow through on financial commitments.

Partnership

We know that strong relationships between planners and clients support collaborative decision-making.

Balance

We want to improve the relationship between your current and future self so that you're taken care of today and tomorrow.

Accessible

We're here to support you! Clients can reach out with questions or concerns as they have them.

Fee-Only I Comprehensive I Fiduciary

Fee-Only

Comprehensive

Fiduciary

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, YFP Planning Clients

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.