Pulse Financial Planning
Pulse Financial Planning helps healthcare professionals organize, invest, and protect their finances.
Pulse Financial Planning was founded with a commitment to 4 core principles:
Fiduciary
We believe that you shouldn’t have to worry if the financial advice you are getting is in your best interest or not. At Pulse Financial Planning, we’ve taken a fiduciary oath. This means we are committed to always putting your interest ahead of our own (no exceptions, ever).
Fee-Only
The only compensation we receive is directly from our clients. We never accept compensation from 3rd parties via commission, referral fees, mutual funds, or any other method. We are here to serve nobody but you.
CFP®
By hiring a CFP®, you know you are working with someone that has financial planning experience, gone through extensive schooling, passed a board exam, and has taken an oath to place the interest of their clients ahead of their own.
No Minimums
We believe everyone deserves good financial advice, regardless of how much money you have saved. We offer competitively priced financial planning packages for those looking to get their finances on the right track.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.