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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 Expenses

[Video] Understanding Income & Expenses

[Video] Understanding Income & Expenses STEPHEN & MICHELLE SMALENBERGER, EA & CFP ® Maybe you feel like you’re living paycheck …
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/ Finances & Your Family, Video
Financial Design STudio Market Repeat

2018 Market Repeat?

2018 Market Repeat? As we look back on 2018 it was certainly a wild ride.  The first 3 quarters of …
Read More
Financial Design Studio Cash Flow

[Video] Cash Flow: Merging Accounts Together

[Video] Cash Flow: Merging Accounts Together STEPHEN & MICHELLE SMALENBERGER, EA & CFP ® We’ve found four to five common …
Read More
/ Finances & Your Family, Video

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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.