Script Financial is a fee-only financial planning firm dedicated to helping pharmacists and young professionals meet their financial goals.
Not sure you’re ready to hire a professional quite yet? Don’t let that stop you! Create your own budget and dynamic personal balance sheet for FREE and take the first step to secure your financial freedom.
If you are a Do-It-Yourself-er, then OTC Enrollment is perfect for you! This self-paced course offers insights to all 6 components of the financial plan and general recommendations of how to improve your financial well being.
Looking to up your investment game? This service is for individuals interested only in the investment component of financial planning. I’ll walk through the steps of risk tolerance, investment policy statements, choosing the correct investment model and analyzing your current investments.
A financially literate society is so important and often an undervalued skill set in our communities.
If you are interested in introducing a little financial education to your company or organization, this offering is for you.