Your Financial Pharmacist - YFP Fellowship Questionnaire

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Thank you for your interest in the YFP Fellowship! The YFP Fellowship is designed to bring financial planning to a group setting of 20-25 individuals or couples.

So, how does the YFP Fellowship work? For one year, YFP will host the group via Zoom video conferencing technology on the 1st Monday of every month at 8p EST beginning on March 2nd. YFP will facilitate the meetings and create an environment where the group learns, motivates and holds the other members accountable to their financial plan. There will be no individual 1-on-1 advice, but the program will have plenty of time for Q&A and we’ll also host quarterly office hours. The fee for the program is a $149 initial fee + $149 per quarter for the year-long program.

If you are interested, please answer the questions below to the best of your ability. The deadline for your submission is Saturday, 2/29 and the slots available will come on a first-come, first-serve basis. If accepted, we will communicate the next steps to get you started in the program.

Thank you for your interest in the YFP Fellowship!

Email *

First & Last Name *

My Partner's First & Last Name

My Partner's email address

I am *

Single

Married

Other:

I am (or my partner is) *

a student

a resident or fellow

a pharmacist

Other:

Required

What is your state of residence? *

Based on your personal situation, what parts of the financial plan do you want to spend the most time on? *

Fundamentals (state of my balance sheet/goal setting/cashflow & budgeting/savings plan/debt plan)

Insurance & Employer Benefits (life/disability/professional liability)

Investment (managing 401k/403b/IRA/etc.)

Tax (tax planning/tax prep & file)

Retirement (how much you need & if you're on-track or off-track)

Estate

Credit (credit score/credit report)

Salary Negotiation

Home Purchase

Real Estate Investing

Education Planning

Life Planning (what is a wealthy life to you?)

Required

What is discussed with the group is confidential. However, you may be required to share certain financial details (i.e. goals, budget, savings, debt) with the group over the course of the fellowship. Do you have any concerns about that? *

What do you find most compelling about working with the group on your financial plan? *

What do you find most concerning about working with the group on your financial plan? *

Is there anything else you'd like to add that is important when considering you for the YFP Fellowship?

Send me a copy of my responses.

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