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507-200-0233
derek@pharmdfp.com
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Your Road to Retirement Starts Here

What We DoSee how we bring all the important pieces of a
robust retirement plan together.

One fully integrated and iterative retirement planning process.

Your Next Step
Getting Started With Our 
3-Step Evaluation Process

A complimentary 3-step process to help you evaluate our firm, so you can make an educated and informed decision about working together.

01

Retirement Readiness Call

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This call helps you better understand your retirement preparedness, evaluate our firm, and see how we help clients achieve wildly successful retirements. Our goal is to answer your questions and help you determine if our expertise matches your needs, goals, and expectations. This call typically lasts 30-60 minutes.

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02

Discovery

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This step is focused on getting to know you better. It gives us the opportunity to talk more in-depth about you and what you want to accomplish. This is where your priorities, goals, and aspirations take center stage. This meeting typically lasts 60 minutes.

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03

Financial Plan Executive Summary

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In this meeting, we will deliver your customized Financial Plan Executive Summary. We take all the quantitative and qualitative information we've gathered so far and prepare a 1-2 page executive summary plan highlighting the opportunities and barriers to your future retirement.

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The Outcome
By the end, we hope you’ll be able to confidently answer three questions.

1Do you need a financial advisor (is it worth your time and money)?

2What type of advisor and advisory firm fit your needs best?

3Long-term, what can you expect to gain from hiring PharmD Financial Planning (quantitatively and qualitatively), and how does that compare to other advisory firm options?

After that, you’ll have all the time you need to decide whether you want to move forward with us. No sales pressure or hard sell involved.

Verified Reviews 
Real Clients. Real Results. 

Wealthtender Certified Advisor Review™

July 16th, 2026

Derek is always available whenever we have questions and takes the time to explain things clearly. He genuinely puts his clients’ best interests first, and it shows in every interaction. We have complete confidence in his advice and in the way he manages our retirement savings. We highly recommend him to anyone looking for a knowledgeable, trustworthy financial planner.

Relationship to Financial Advisor: Client as of September 29th, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.

- Beth Ringquist 

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Disclosures

Disclosures

"These testimonials/endorsements were provided by PharmD Financial Planning clients and prospective clients. They may not be representative of the experiences of other clients. The clients were not compensated, nor are there material conflicts of interest that would affect the given testimonials/endorsements. You can view a complete list of reviews at Derek Delaney's Wealthtender profile."

Contact Us Ready to start planning?

Reach out today to schedule your Free Retirement Readiness Call.

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