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Process Overview

RubinBrown tailors our financial management services based around the major life phases that make up a financial plan. We have categorized these stages into four phases, which encompass the general path that we take during our working career, preparing for and then enjoying retirement.

Phases of Portfolio Management

Building A Financial Foundation

Our individualized approach allows each client to have a feeling of control over their financial destiny. At the financial foundation stage, we work together to lay the groundwork for your future goals.

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Preparing for Retirement

Once a foundation has been put into place, several years (at least) before retirement commences, it makes sense to take a step back and take a look at the state of your financial plan and evaluate a few questions.

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Retirement

With the planning steps put in place during your foundation and preparing for retirement phases, putting your goals into action and enjoying your retirement should now go hand-in-hand.

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Managing A Legacy

One aspect of a successful retirement stage is that you start to look beyond your own needs and, for some individuals, consider ways to transition your assets for future generations or charitable contributions.

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Back to Meet the Team

Diane Coe Dercher, CFP®, CDFA

Advisor

Diane Coe Dercher, CFP®, CDFA

Advisor

Contact Information

Kansas City, MO diane.dercher@rubinbrown.com 913.661.1650
Diane Coe Dercher is an Investment Advisor with RubinBrown Advisors. She previously worked at Wealth Management Advisors in Leawood, Kansas where she has been an advisor since 2011. She has worked in the financial industry since 1990, including over 18 years employed with Waddell & Reed Investment Management Co. in Kansas City, where she served as the firm’s Chief Economist and Senior Vice President.

Education

MBA, Finance, University of Missouri, Kansas City B.A., Mathematics and Economics, University of Kansas

Experience

Divorce financial planning Estate planning Financial planning Investment advising

Professional Accomplishments, Awards & Publications

40 Under 40 Award Winner, Ingram’s Magazine Member, Beta Gamma Sigma Member, Phi Beta Kappa

Community Involvement

Member, Community Leadership Board, Alzheimer’s Association Past Volunteer, Children’s Center for the Visually Impaired Past Volunteer, Children’s Mercy Hospital Past Volunteer, The Pembroke Hill School
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