Personal Financial Plans
Life Presents Challenges. Let Us Help You Keep Your Finances On Track
Adaptable Plan
Adjust your goals and amend your plan as life changes
Detailed Analytics
Take a deep dive into your numbers and results
Mutiple Scenarios
Understand the trade-offs for the decisions you make
Personal Focus
Each plan is tailored to your personality and goals
Genuine Advice
Receive advice based on the help and guidance you need
100% Custom
Each plan is written and designed specifically for you
The Derive Five Financial Plan
We Focus On 5 Key Areas To Build Your Financial Plan
1. Comprehensive Tax Projection
Be Proactive With Your Tax Decisions
We create a 5-year tax projection analyzing your current and future tax liabilities. See how your tax situation may change by buying a house, retiring, changing careers, or selling an investment.
2. Insightful Cash Flow Statement
Understand Where Your Money Is Going
We help analyze how your spending and savings decisions impact your personal goals. Understand how changes such as starting a family or buying a home affect your cash flow.
3. Realistic Goal Tracking
Gain Insights Into What It Takes To Reach Your Goals
We help identify what matters most to you. Each goal has a roadmap on how to get there along with measuring progress over time.
4. Investment Advice
Align Your Investments With Your Goals
We believe your investment portfolios should align with the timing of yout goals. Longer term goals should be invested aggressively while shorter term goals should focus on income and preservation.
5. Protect your Hard Work
Understand Where You Are Most Vulnerable
Plan for the unplanned. We identify the risks embedded in your financial plan and outline a course of action to obtain insurance, self insure, or create legal documents.
Get Started Today.
See How A Financial Plan Can Guide You
Learn more about our financial plans and how they work.
FAQs
-
No! The initial good fit meeting is complimentary and designed to make sure we can add value to your situation.
-
We work on a fixed fee basis. We charge an annual fee, broken down into monthly or quarterly payments. We do not receive any compensation from product sales or any other commissions. Our pricing is fully transparent with three different service levels. View Pricing
-
Currently we are only working virtually.
-
We do have limits based on the pricing level you select. It ranges from 2x to 4x per year. This is after the 3 - 4 meetings it takes to get started. We do not place limits on email conversations.
-
Unfortunately we do not. Each engagement starts with an annual contract. Our services are best suited for those who are looking for a long term relationship.
-
No, we provide strategies and guidance when it comes to taxes and estate planning, however we do not prepare any tax returns or legal documents. We do have a network of CPA's and Attorney's we can refer you to.
-
We provide you with an electronic worksheet to upload all the relevant documents we need. From a high level, we will need copies of your tax returns, pay stubs, investment statements, estate planning documents, mortgage statements, and any budget information you can provide.