We put your best interest first, from day one.
You can set yourself up for success while living your rich life now. But it takes intentional financial planning. Although we treat every client as an individual, our process is streamlined to give you answers and support every step of the way.
1
See if we’re a good fit
To see if we’re a good fit, visit our FAQ page. Our comprehensive planning approach works for anyone looking for fee-only, fiduciary financial planning.
2
Book a discovery call
We’ll learn your goals, explain our planning model and outline our fees so you clearly see how YFP Wealth supports you.
3
Let’s Go!
Review the client agreement, ask questions, & sign! Then, our team will reach out to you to start the financial planning process.
Wondering when you should work with us?
The quick answer is the sooner the better, but you have to be ready.
Itu Igoni,
Associate Financial Planner
We work with clients who have at least $250,000 in investable assets and are excited for a collaborative long-term partnership where we manage both your financial plan and your investments together.
Although we are a good fit for many mid to late-career pharmacists, we provide that same level of excellence and service with early-career pharmacists and friends of pharmacists who’ve reached this threshold.
Book a discovery call
If you’re ready to gain clarity, confidence, and a partner to help you live your rich life today and tomorrow, let’s talk.