Financial Planning that fits just right
Tailored Financial Planning helps
busy families and business owners
exchange worry and stress
for clarity & confidence
in their financial future.
As Featured In
Tailored Financial Planning is a fee-only, independent and fiduciary financial advisor located in Eugene, Oregon.
We serve clients locally and virtually throughout the U.S. with a monthly subscription service model that’s custom tailored for the needs of Gen X and Gen Y.
Who We Serve
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Couples
Discover your money personality and how you are similar and different to your partner. We’ll build a plan together that meets both your needs and your shared goals for life, whether that be retiring early, buying a vacation home at the coast, or remodeling your kitchen.
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Families
Being a parent is both rewarding and challenging and brings additional complexity to your financial plans. We’ll discuss ways to save for their education, teach them financial literacy and protect their future by mitigating risks to your plan.
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Business Owners
Whether you are a small business owner, are self-employed in a private practice or do freelancing work on the side, we can help you save money on taxes, plan for retirement and manage the unique risks of working for yourself.
Professional Associations
Tailored’s Principal Advisor:
Stacy Dervin, CFA, CFP®
I’m the heart & soul and sole advisor of Tailored Financial Planning. I founded this firm to provide professional and approachable financial advice to people like me who are in the “messy middle” of life, balancing the responsibilities of home, work, family, small businesses and more.
I’ve spent 15 years in the finance industry, building my experience in investing, planning and creating an excellent client experience. I’ve worked hard to earn the Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ designations to provide expert and up-to-date advice to my clients.
Tailored Financial Planning is exactly where I want to be— stretching my wings as a business owner and helping others live their best life. I want to be your financial planning partner and advocate—by working together today, we can do so much good for your financial future!
The Tailored Approach to Financial Advice
Professional advice with no asset minimums
Access to a fee-only, independent fiduciary financial advisor that’s CFP-certified with no minimum investable assets required. As a fiduciary, I am legally required to act in your best interest (a standard not required for every type of financial advisor).
Accountability & Custom Service Level
I’ll be your partner to make sure you stay on track with every step of your plan with short, regular check-ins. I determine a customized annual flat-fee (paid monthly) for each client based on the complexity of your personal finances and how quickly you’d like to implement your financial plan.
Simplification of your financial life
Get everything organized and see your whole financial picture in a one-page summary. Use tools from our easy-to-use technology platform partners to access your information on any device. Save time by consolidating your accounts with our investment management services.
Financial education without the jargon
I’ll provide helpful education and resources so you’ll be more informed and confident with your planning strategies and investments. I’ll speak plainly and avoid the confusing words typically used by the finance industry. I want this to be a feel-good & empowering experience.
I offer two primary services: Financial Planning and Investment Management.
Financial Planning is offered as a one-time engagement or on an ongoing basis. There are dozens of planning topics we can work on together— from identifying goals, cash management, paying for college & navigating whether you should invest in your 401k or Roth IRA, I can cover all the important aspects of your financial life.
Investment Management is offered as an add-on service for financial planning clients. I work with custodians Betterment for Advisors and Charles Schwab to create custom portfolios to meet your risk tolerance, risk capacity, tax sensitivities, desire for socially responsible investments and more.
Ready to get started?
What to expect when you book a free consultation with Tailored
During our meeting, you will share more about yourself, your wants and needs, and I’ll share more about my services and process. You’ll leave the meeting knowing whether we are a good fit! If you are ready to learn more about Tailored Financial Planning, use the link below to book a 30-minute free virtual consultation with Stacy.