Broker Check

  • Below you will see our financial planning process in its entirety, including an estimated timeframe to complete each step (on a conservative basis).
  • Given the amount of work that goes into each of our financial plans, the entire process takes between 9 and 13 weeks. The length of time depends primarily upon our team obtaining the necessary information to complete the plan from you.


Karen DeRose is a registered Representative of Lincoln Financial Advisors. DeRose Financial Planning Group is not an affiliate of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. CRN-3551806-041621