Specialty Financial Planning
Financial Planning for Pharmaceutical and Medical Device Employees
“Having spent nearly 20 years with Stryker, Johnson and Johnson-Depuy Synthes, and Lilly I am aware of the unique challenges and opportunities of working in the industry. During this time, I learned to recognize the value of financial planning and the peace it can bring in the chaos of trying to manage a territory.”
Specialty Financial Planning-
Pharmaceutical and Medical Device Employees
I’m an independent, fee-only financial advisor. Because I’m also a fiduciary, I guide you in making financial decisions that are created in your best interest. Being independent also means I do not receive commissions for products or investments. I simply work for you.
When working together, we’ll discuss your goals and analyze your current financial situation. I will create a financial plan designed to improve your financial life. From there, we’ll establish planning and investment strategies that address your specific needs.
Working for an industry leading company in the healthcare industry can be equally rewarding and challenging. You owe it to yourself to make the most of the opportunities available to you.
I want you to know that when you work with me, you’re working with someone you can trust to be honest with you and answer your questions in a way you will understand. I’m here to give you confidence in your financial decisions. Consider me your partner in personal finance.
Created for Pharmaceutical and Medical Device Employees
Working for some of the world’s leading companies to pioneer advances in healthcare is no small feat. The demands of your career can leave little time for anything else, let alone crafting a comprehensive plan for your financial future. Yet, having a clear financial strategy is essential—it helps you prioritize your goals and make informed decisions, even when life moves fast.
It’s easy to let financial planning take a backseat, but you owe it to yourself and your family to be diligent in securing your future. Every day, you’re an advocate for your company and its mission. Remember, you are the only one who can truly advocate for your financial well-being.
Areas of Focus:
• Cash Flow Analysis
• Savings Strategies
• Risk Analysis
• Employee Benefits Guidance
• Strategies for Managing Taxes
• Tax Diversification- Pre-Tax 401k and Roth Savings Analysis
• Investment Management
• Retirement Planning and Pension Analysis
Let’s start building your financial future today. Reach out to us below to schedule a consultation to learn more about how we can help you achieve your goals.
Specialty Project Based Financial Planning – What to Expect
Cost estimates vary by complexity and can range from $1,000 to $5,000.
Most financial planning projects are from $1,500 to $4,000.
Financial Check-Ups and smaller projects are billed hourly.
Project based financial planning will provide you with a documented plan to improve your finances. The customized plan will outline steps to take going forward to optimize your financial future.
Optional – Initial Chat:
We invite you to give us a call or schedule a 15-minute call to answer your questions and learn about our services to see if we are a good fit.
Step 1
Get-Acquainted Meeting
Contact us directly to set up a virtual meeting where you’ll let us know what you’re looking for, and we’ll share more about our services and our approach. To guide this conversation, we will ask you to fill out and submit a confidential questionnaire prior to our meeting. There are no fees and no obligations for this introductory meeting. After this meeting, if we’re a good fit to partner together you will receive a cost estimate for your project based financial plan.
Step 2
Gathering Information
To create your financial plan and analyze your objectives we will likely need additional information. We will outline what is needed based on your objectives. Protecting your information is a priority. Please follow our emailed instructions for secure document submission.
STEP 3:
Explore Possibilities Meeting
As we review and process your information we will meet to clarify information and explore your financial values and goals. With this information, we will begin to craft strategies for unique situation.
STEP 4:
Plan Creation
At this point we’ll look at your situation closely and determine how best to achieve your goals and objectives. We’ll analyze your options and opportunities, creating a final report including our observations and an action plan for you to align your finances with your aspirations.
STEP 5:
Plan Presentation Meeting
Together, we’ll go over our observations, financial plan and specific action steps. You’ll be able to ask any clarifying questions, and we’ll be available for questions as you implement the different elements of your plan. We recommend you promptly implement your plan and start checking items off your financial to-do-list without delay. Payment of the financial planning service fee is due at this time.
STEP 6:
Financial Check-Ups
As an established client, we recommend a financial checkup every 12 months or when something substantial changes in your life. Think of a financial checkup as a shortened version of the above process, which is billed at our hourly rate. Financial Check-Ups are a valuable time to monitor progress and make adjustments as needed.