The Financial Pharmacist, Inc. provides financial planning advice to clients regarding various financial areas. Based on a questionnaire and supporting documents, the firm understands each client's complete financial picture. Advice is given in areas such as investments, retirement, estate planning, asset protection, charitable giving, taxes, insurance, college planning, and divorce planning, depending on client needs. The Financial Pharmacist, Inc. specializes in connecting clients with professionals in the community who can further assist in various aspects of the client's financial life. The Financial Pharmacist, Inc. does not manage client assets and does not sell any investment products. The advice is strictly objective.
Assets Under ManagementN/A
Clients20
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
www.thefinancialpharmacist.com ·www.facebook.com/thefinancialpharmacist ·www.linkedin.com/in/diana-kahn-cfp%c2%ae-0ba50426
Fee Structure
- Complete financial plan including cash flow analysis and investment recommendations, as well as other personalized directives unique to each client - $750
- Additional consultation time and special projects - $100 per hour
- The Financial Pharmacist can, for an hourly fee, meet with the client's attorney, accountant, investment broker and/or insurance advisor.
One-Time Plan:$750
Hourly Rate:$100/hr
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