We’ve developed a proprietary process, DERIV™, to help you get started down the path to financial stability and growth.
Establish client relationship
DERIV planning is a dialogue that depends on close personal contact and constant collaboration between you and Rigby Financial Group. Getting to know you and understanding what makes you tick helps us do the best job possible.
Gather documents; create specific goal definitions
Every plan needs an accurate starting point, so we request documents that will provide a complete picture of your current financial position. At this point, we’ll also talk about your personal financial goals and your unique definition of success.
Create customized financial plan
With your current financial position and goals as a starting point, we’ll consider a broad range of options. Ultimately, we’ll arrive at a highly personalized, independently created solution that’s built to suit your needs.
Present and explain methodology; implement the plan
Together, we look at the process and recommendations developed to meet your goals. As you put your plan into motion, we’re there every step of the way to help you reach your financial goals.
Review, re-evaluate and adjust as necessary
We meet with each client frequently, as needed, to track progress and ensure that your plan is functioning as anticipated. If market shifts have occurred, goals have changed or new goals added, we retool the plan in order to remain focused on milestone objectives.