Pulse Financial Planning, LLC

Pulse Financial Planning helps healthcare professionals organize, invest, and protect their finances.

Key facts about Pulse Financial Planning:

  • Specialty working with healthcare professionals
  • Specialty in managing student loans (PSLF & other strategies)
  • Currently accepting new clients
  • Transparent fees (We never accept commissions)
  • No account minimums
  • Taken a fiduciary oath
  • CERTIFIED FINANCIAL PLANNER™ certificant
  • Complimentary consultations available

Fee Structure:

Financial Planning:

  • $999 financial plan onboarding fee
  • $200 per month for individuals
  • $250 per month for households
  • We have no asset minimum. Clients may choose to implement investment recommendations at their broker of choice (Vanguard, Schwab, Fidelity, etc.), or through our Investment Management service (below).

Investment Management:

  • For financial planning clients that wish to delegate the management of investments.
  • We implement investment portfolios through our custodian, Charles Schwab.
  • Financial planning fees (above) apply, but are waived for portfolios of $1M or more.
Asset Tier Management Fee (AUM)
$0-$50,000    0% (Included)
$50,000-$500,000    0.75% Annually
$500,000+    0.5% Annually