Main Content

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 Financial Design Studio Top Financial Insights Learned From This Year's Charles Schwab's Annual Conference

[10 Min Read] Top Financial Insights Learned From This Year’s Charles Schwab’s Annual Conference

Top Financial Insights Learned From This Year’s Charles Schwab’s Annual Conference I’m writing to you as I fly home fresh …
Read More
Financial Design Studio Financial Design Studio Top Financial Insights Learned From This Year's Charles Schwab's Annual Conference

[30 Min] Top Financial Insights Learned From This Year’s Charles Schwab’s Annual Conference

Top Financial Insights Learned From This Year’s Charles Schwab’s Annual Conference I’m writing to you as I fly home fresh …
Read More
Financial Design Studio Retirement Plan

[Video] Small Business Retirement Plan Options: 401(k)

[Video] Small Business Retirement Plan Options: 401(k) STEPHEN SMALENBERGER, EA ® We have already talked about setting up a retirement …
Read More
/ Small Business, Video

Loading...

LATEST VIDEOS

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.
  • + Learn about tax saving ideas you might not be aware of.
  • + Keep organized and complete loose ends.