Build a strong financial future
Although you’re starting your career as a pharmacist with a solid income, making six figures is not a financial plan, especially when you may have that much in debt. We’re here to help you build strong financial habits now so you know how to reach your goals.
Kim Bolton,
CFP®, CSLP®, CIMA®,
Financial Planner
From new graduate to established professional, we’re with you
For over 10 years, Your Financial Pharmacist has provided resources specifically for pharmacy students and new graduates. We’ve walked alongside thousands of pharmacists just starting out, providing guidance on student loans, emergency funds, home buying, getting started with investing, and making informed money decisions from day one.
Now, as YFP Wealth, we’re bringing that same expertise to the table with comprehensive financial planning services.
Whether you’re looking for free resources to get started or ready for one-on-one planning, we’re here to help you build the financial life you want.
Resources for new pharmacists
Financial Fitness Test
Not sure where you stand financially?
Take our Financial Fitness Test to assess your current situation and identify which areas need attention first. It’s free, takes just a few minutes, and gives you a clear starting point.
Seven Figure Pharmacist book
Written by YFP Wealth’s co-founder & CEO, Tim Ulbrich, PharmD, Seven Figure Pharmacist will help you learn how to maximize your income, eliminate debt, and create wealth.
Grab your copy to learn the strategies that can help you build significant wealth over your career.
Resource Center
Our YFP Wealth Resource Hub is designed specifically for pharmacists in their first decade of practice. You’ll find educational content and practical tools focused on the financial challenges you’re facing right now.
What you’ll find:
- Smart budgeting strategies for early-career pharmacists
- Strategies for student loan repayment
- Investing 101: Getting started the right way
- The insurance coverage you need—and what to skip
- Real talk about pharmacist salaries and lifestyle choices
From DIY to comprehensive planning
Many early-career pharmacists are focused on finding their financial footing while juggling busy schedules and competing priorities. The resources above are designed to help you build that foundation—managing cash flow, tackling debt, and getting started with investing—with guidance from a team that understands your world.
As your income grows and your financial life gets more complex, questions don’t always have straightforward answers, and small decisions can have big impacts over time.
As far as “when” is the right moment to see if we’re a good fit, it depends on your specific situation.
Getting started
Our team of Certified Financial Planners (CFPs) typically works with established pharmacists who have at least $250,000 in investable assets (e.g., previous employer retirement accounts, IRAs, and taxable/brokerage accounts).
Once you reach that milestone, our financial planning brings everything together, including a tailored tax strategy, retirement planning, investment management, and estate planning.
If you’re ready, see what comprehensive planning could look like for you.