The Financial Pharmacist, Inc. provides objective financial planning advice to individuals, families, trusts, and small businesses. Led by Diana B. Kahn, a Certified Financial Planner, the firm creates comprehensive financial plans covering investments, retirement, estate planning, asset protection, charitable giving, taxes, insurance, college planning, and divorce planning. The firm does not manage client assets, sell investment products, or accept commissions, ensuring completely objective recommendations. Clients receive personalized guidance based on a detailed questionnaire and supporting documents, and the firm specializes in connecting clients with other local professionals like attorneys and accountants when needed.
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
- Comprehensive financial plan — $750 per project, covering cash flow analysis, investment recommendations, and personalized directives
- Hourly consulting and special projects — $100 per hour for additional consultation time, meeting with other professionals like attorneys or accountants, or providing detailed instructions to an investment manager
One-Time Plan:$750
Hourly Rate:$100/hr
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