Tailored Financial Planning is an independent, fee-only financial advisory firm based in Eugene, Oregon, founded and led by Stacy Dervin, CFA, CFP®. The firm serves clients virtually throughout the United States, with a focus on Gen X and Gen Y individuals and families who are building wealth while balancing careers, children, aging parents, or business responsibilities. Its clients include couples, families, and business owners.

The firm offers two primary services: financial planning and investment management. Planning is available as a one-time engagement or on an ongoing basis and can address goals, cash management, college costs, retirement savings, and other aspects of a client’s financial life. Investment management is a separate service, with portfolios tailored to factors such as risk tolerance, tax considerations, and preferences for socially responsible investments. Tailored works with custodian Charles Schwab.

Stacy brings 20 years of finance-industry experience and provides fiduciary advice, plain-language financial education, and regular client check-ins.