1. Get to Know You
30 Minutes | Complimentary Consult
- Address your biggest financial questions
- Learn our financial planning philosophy
- Discuss if we are a good fit to help with your finances
Pulse Financial Planning
Financial Planning for Healthcare Professionals in Rochester, MN and Nationwide
New Client Meeting Schedule
1. Get to Know You
2. Get Organized
60 Minutes
- Get set up with financial planning technology
- Organize your finances in one consolidated portal
3. Explore Possibilities
30-60 Minutes
- Prioritize financial goals
- Review financial expectations and concerns
- Assess investment risks
4. Deliver Financial Plan
60 Minutes
- Review financial plan recommendations
- Receive actionable steps to achieve financial goals
- Receive access to financial snapshot in one portal
5. Implement & Monitor
Ongoing Financial Planning
- Ongoing support to implement your financial plan
- Quarterly meetings to review and update progress
- Email and phone support available as needed
Ongoing Client Meeting Schedule
1. Financial Plan Review
Quarter 1
- Virtual or in person meeting to review and update financial plan
- Receive financial recommendations and next steps
- Ongoing email and phone support
2. Progress Update
Quarter 2
- Provide progress update on your financial next steps
- Virtual or phone meeting available for implementation help
- Ongoing email support for financial recommendations
3. Financial Plan Review
Quarter 3
- Virtual or in person meeting to review and update financial plan
- Receive financial recommendations and next steps
- Ongoing email and phone support
4. Progress Update
Quarter 4
- Provide progress update on your financial next steps
- Virtual or phone meeting available for implementation help
- Ongoing email support for financial recommendations
Ready to Get Started?
Schedule a complimentary consultation today to see if we're a good fit for working together.
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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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