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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 >

Recent Knowledge Center Articles

Financial Design Studio 529 State Tax Deduction Header

[Video] Understanding the 529 State Tax Deduction

[Video] Understanding the 529 State Tax Deduction STEPHEN SMALENBERGER, EA ® Here’s an interesting fact about 529 plans:  All 50 …
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/ Finances & Your Family, Video
Financial Design Studio Intraday Market

Intraday Market Movements Don’t Tell The Whole Story

Intraday Market Movements Don’t Tell The Whole Story Spoiler alert: READ TO THE END!  How many times have you watched …
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Financial Design Studio Investment Crisis

Investment Crisis Anniversaries to Remember

Investment Crisis Anniversaries to Remember Today marks our 10 year wedding anniversary and so it seems fitting to think back …
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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.
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