Pharmacists nationwide trust YFP Wealth
Since 2015, pharmacists have trusted YFP Wealth to help them navigate complex financial decisions and live richer lives.
Adam Patterson, PharmD &
Brittany Patterson, PharmD
Hear from the pharmacists we serve
We work with pharmacist families nationwide, from hospital and retail settings to industry, ambulatory care, academia, and federal positions, as well as referred clients across other industries. Here’s what they have to say about working with our team.
What I really love about YFP Wealth is that they structured their work around your specific vision for your life and family. They’re very intentional about having you spell out what your wealthy life looks like and then building a plan to achieve it. The comprehensive approach gave us confidence to navigate major life transitions like new jobs, buying a house, and getting married.
-Tara Keeler, PharmD & Matt Keeler, PharmD
YFP provided comprehensive life planning…not just financials, but looking at the complete picture including insurance, power of attorney, and estate planning. Even when I went through an unexpected job transition, they helped me see that we were financially prepared and could deal with it confidently. Having that emergency fund and solid plan in place made all the difference.
– K.C. Fritsche, PharmD
We wanted comprehensive planning that covered the whole big picture…not just investments, but retirement, savings, college, wills, and trusts. Before YFP Wealth, we knew we had money and were investing, but that was kind of it. There was a disconnect between our expectations and reality. Now we have specific goal-oriented planning where we’re shown exactly how each decision impacts our long-term financial picture.
-Jen Harris & Michael Harris, PharmD
It’s really the people on the YFP Wealth team and the interactions we have with them. I can’t overstate the trust and relationship that’s been such a key part of our experience. It’s a relief and weight off my mind to know we’re in good hands.
-James McAuley, RPh, PhD, FAPhA
They’re more than just a financial planner. They know your life, it’s like a relationship to me. The YFP team has been incredibly patient and accessible, always there when I need guidance. Having that personal connection and trust makes all the difference in feeling confident about my financial future.
-Gina Hare
I think about what things we’ve tried to do and my personal journey…through all the education, through all the podcasts, through all the meetings we had, I can see my own wealth growing over the seven to eight years in a great way. That is the end product, and when I think back to my first initial meetings with them, that’s exactly what Tim and Tim wanted to do. The comprehensive approach combining education, content, and planning meetings has delivered real results for us.
-Josh Gaborcik, PharmD, BCPS
Disclaimer: Your Financial Pharmacist Planning LLC 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.
Ready to see if we’re a good fit?
These pharmacists took the step to move beyond DIY financial planning. If you’re ready to explore what comprehensive planning could look like for you, let’s start a conversation.