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Life happens. Goals change.

YOUR FINANCIAL PLANS SHOULD BE FLEXIBLE ENOUGH TO CHANGE, TOO.


Growing family. New career. Kids’ education. Retirement. Travel.
Life requires a blueprint for making smart financial choices and preparations, unique to your plans and goals.
We’re here to help.

Build the right financial design. With the right services. For the right purposes.

YOUR DESIGNERS

We are Steve and Michelle Smalenberger, a husband-wife team with a passion for helping others develop
a path to financial success.

Learn more about us >

DESIGN PROCESS

Every successful design starts with a detailed blueprint. Our experienced designers collaborate with you to build a
roadmap for success.

How to get started >

OUR SERVICES

We advise on financial planning (building wealth) and wealth management (maintaining wealth) — fee-only, with no interest but yours.

More about services >

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How To Choose Investments In Your College Savings Accounts

How To Choose Investments In Your College Savings Accounts You’ve decided to start saving for your child or grandchild’s college …
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Saved for College Financial Design Studio

[Video] Spending Down the Funds You’ve Saved for College

[Video] Spending Down the Funds You’ve Saved for College MICHELLE SMALENBERGER, CFP ® Now that you’ve saved for college you’re …
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Financial Design Studio Is it the right time to invest

Is Now The Right Time to Invest?

Is Now The Right Time to Invest? We’ve witnessed the markets move higher for several months and you may be …
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What’s Your Financial Health?

Download the Free Financial Health Checklist to Find Out

Benefits of analyzing your financial health:

  • + Strategize so your retirement goals are met.
  • + Plan ahead so you know what to expect the following year.
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  • + Keep organized and complete loose ends.