Pulse Financial Planning

Financial Planning for Healthcare Professionals in Rochester, MN and Nationwide

Pulse Planning Services and Fees

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Financial Planning Packages

Plan

Best for individuals with debt and income greater than $80,000/year

$999 Onboarding Fee then
$200/month

Includes:

  • ✓ Create a financial plan with a Certified
    Financial Planner™
  • ✓ 4 financial planning meetings per year
  • ✓ Ongoing email, and phone support
  • ✓ Organize finances
  • ✓ Student loan management
  • ✓ Debt reduction strategies
  • ✓ Budgeting
  • ✓ Save for financial goals
  • ✓ No account minimums
  • ✓ No sales or commissions

Get Started with "Plan"

Grow

Best for households with savings

$999 Onboarding Fee then
$299/month

Includes everything in ‘Plan’, plus:

  • ✓ Retirement projections
  • ✓ 529 plans & college funding
  • ✓ IRAs
  • ✓ Insurance review
  • ✓ Emergency fund
  • ✓ Investment recommendations*
  • ✓ Tax efficiency
    • ○ Roth vs Pre-tax
    • ○ Roth conversions
    • ○ FSA / HSA Review
    • ○ Child tax considerations

Get Started with "Grow"

Retire

Best for investors approaching or in retirement

$1M Investment Minimum
No onboarding or monthly fees
Starting at 0.63% AUM

Includes everything in ‘Grow’, plus:

  • ✓ Investments professionally managed
    through our custodian, Charles Schwab
  • ✓ Low cost investments
  • ✓ Account opening, trading, and service
  • ✓ Quarterly rebalancing
  • ✓ Retirement income strategies
  • ✓ Social Security optimization
  • ✓ Tax efficiency
    • ○ Asset location
    • ○ Tax loss harvesting
    • ○ Qualified Charitable Distributions

Get Started with "Retire"

*Client may choose to implement investment recommendations on their own for no additional cost. First $50,000 of professional investment management included in flat monthly fee. Investment management above $50,000 subject to additional AUM fee. See Form ADV Part 2 for full disclosure.



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Disclosure: Pulse Financial Planning (“PFP”) is a registered investment advisor offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by PFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of PFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

 

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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