DERIVTM
The RFG Wealth Building Process
At Rigby Financial Group, we help individuals and families meet, and then exceed, their personal financial goals through holistic, custom financial solutions.
Together, we’ll design a financial strategy that will drive the results you want and secure your confidence in the future.
Using our proprietary DERIVTM process, we tailor your plan to your unique life: your dreams, your fears, your expectations, your business goals, your family dynamics. It all matters to us because it all matters to you.
Develop
Action:
Develop a relationship with you
Process:
The DERIVTM Process is an ongoing dialogue and collaboration between you and RFG. We need to know what your goals are, why money is important to you, and to understand your current financial reality.
Explore
Action:
Gather & analyze information, determine your specific goals
Process:
To create a plan tailored to your unique goals, we need an accurate overview. We arrive at this via documents you provide, which, taken together and analyzed, will give us your complete, current financial picture.
Review
Action:
Review your current financial picture, and then create your customized financial plan
Process:
Taking your current financial reality and combining this with your own personal financial goals, we will explore the various options available together, and arrive at a highly personalized solution, built to suit your unique needs and goals.
Implement
Action:
Implement your personal financial plan
Process:
Together, we will review our recommendations in light of your goals and needs. We are there every step of the way, to assist you in putting your plan into motion, to help with decision-making, and to ensure each step takes you further toward your goals.
Verify
Action:
Review, re-evaluate, and make ongoing adjustments to your plan as needed
Process:
We meet with each client on an individually-tailored schedule, to track your progress, and ensure that your plan continues to provide the best path forward toward your personal objectives and goals.
Let’s figure out exactly where you are and where you want to be, and then carve out a clear, intentional path from A to B. Are you ready to get real about your financial life?
Schedule your initial Financial Planning consultation now!