DERIV Financial Planning

Our tried and true process for financial success

We’ve developed a proprietary process, DERIV™, to help you get started down the path to financial stability and growth.

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Step 1:
Develop

Action

Establish client relationship

Process

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.

Step 2:
Explore

Action

Gather documents; create specific goal definitions

Process

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.

Step 3:
Review

Action

Create customized financial plan

Process

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.

Step 4:
Implement

Action

Present and explain methodology; implement the plan

Process

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.

Step 5:
Verify

Action

Review, re-evaluate and adjust as necessary

Process

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.

Download a PDF of our DERIV process for your reference.