Founding Membership

Get early access to LFA.

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 spots are filled, standard pricing applies to all new clients.

Jumpstart

$50/mo

Founding rate · first 18 months

  • Personal financial dashboard & portal
  • Net worth tracking & goal monitoring
  • Financial health score
  • Quarterly personal letter from Derek
  • 1 × 2-hour annual planning meeting
  • Quarterly advisor check-ins

Standard rate after 18 months: $75/mo

Most Popular

Essential

$75/mo

Founding rate · first 18 months

  • Everything in Jumpstart
  • Written financial plan
  • Monthly personal letter from Derek
  • 1 × 2-hour review + 2 × 60-min sessions
  • Debt & savings strategy
  • Retirement & investment guidance

Standard rate after 18 months: $125/mo

Growth

$149/mo

Founding rate · first 18 months

  • Everything in Essential
  • 1 × 2-hour review + 3 × 90-min sessions
  • Monte Carlo retirement probability analysis
  • What-If scenario modeling
  • Equity comp & real estate planning
  • Priority scheduling & proactive outreach

Standard rate after 18 months: $250/mo

Standard rates after 18 months: Jumpstart $75/month, Essential $125/month, Growth $250/month. Founding rates locked for your first 18 months.

Request Access

Reserve your founding spot.

This is not a charge — it's a request to hold your place. Derek will follow up personally to confirm your spot and answer any questions before anything begins.

No payment required. Derek will follow up personally before anything is finalized.

Request received.

Derek will follow up personally to confirm your founding spot. Keep an eye on your inbox — and in the meantime, follow along for updates.

@DerekLeichtFutureCFP on TikTok and Instagram