A real advisor, a written plan, a private financial dashboard, and a personal letter from Derek every month. Built around your goals and updated every time we meet.
No commissions. No AUM fees. One transparent price.
Work directly with Derek, not an algorithm or call center.
Your own portal to track goals, net worth, and your plan.
A written plan tailored to your goals, updated every meeting.
Derek Leicht is a University of Iowa track athlete and Finance & Business Analytics student. The habits that build progress on the track: consistency, a clear plan, and honest check-ins. That's the foundation of how LFA works.
LFA isn't about market timing or short-term bets. It's about building a plan you can actually follow, one that gets stronger over time.
Learn more about LFA →Understand exactly where you stand and where you're headed. At any income level, any stage of life.
A consistent planning process and a private portal that keeps you organized and accountable between meetings.
Planning built toward CFP® standards — for everyone. Whether you're just starting out or building toward long-term wealth.
A 30-minute call, no commitment. We'll talk through your situation and find the right tier for where you are right now.
Complete a structured questionnaire before your first meeting. Your advisor arrives prepared to discuss strategy, not collect information.
Log in to your private financial dashboard, track your goals, and monitor your financial health score. Derek sends a personal letter every month — and updates your dashboard after every meeting.
Traditional CFP advisors charge $200–$400/hr. LFA memberships start at $75/month with portal access, goal tracking, and planning meetings included. Founding member rates from $50/month for the first 50 clients.
Jumpstart
$75
/ month
The right place to start. Get organized, build your foundation, and track your financial life with Derek.
Essential — Most Popular
$125
/ month
The complete LFA experience. Everything you need to build real financial momentum. This is where most LFA members start.
Growth
$250
/ month
For clients with more moving parts — investments, retirement projections, Monte Carlo analysis, and What-If scenarios.
All plans begin with a free 30-minute consultation. Additional meetings at $175/session. See full pricing →
LFA is offering founding member rates to our first 50 clients. Founding members lock in their reduced rate for 18 months from the date they join. After 18 months rates move to standard pricing with 60 days notice. Once 50 founding spots are filled, standard pricing applies to all new clients.
Founding clients get direct input into how the platform evolves, Derek's undivided attention as LFA grows, and rates that reflect the early-access opportunity. You'll receive 60 days written notice before any rate change — you'll never wake up to a surprise increase.
Standard rate: $75/month
Rate locked 18 months. Full portal access, one planning meeting per year, and a quarterly personal letter from Derek. The right place to build the foundation.
Standard rate: $125/month
Rate locked 18 months. The complete LFA experience — written financial plan, two planning meetings per year, monthly personal letters from Derek, and a clear strategy for your debt, savings, and goals.
Standard rate: $250/month
Rate locked 18 months. Three planning meetings per year, investment and retirement guidance, Monte Carlo probability analysis, and What-If scenario modeling. Derek's most intensive tier.
50 founding spots available. Once they fill, standard pricing applies to all new clients.
Request Founding AccessBook a free 30-minute call. Talk through your situation and see if LFA is the right fit before committing to anything.
Join the Waitlist