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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 Retirement Plan

[Video] Small Business Retirement Plan Options: SEP IRA

[Video] Small Business Retirement Plan Options: SEP IRA STEPHEN SMALENBERGER, EA ® We often find that business owners, especially small …
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/ Small Business, Video
Financial Design Studio Interest Rates

Interest Rates: Can Markets Correct Themselves?

Interest Rates: Can Markets Correct Themselves? Much of the current market pullback over the past few weeks has been instigated …
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Financial Design Studio Positive Earnings

Positive Earnings Lead The Market Higher

Positive Earnings Lead The Market Higher This week had a full calendar of corporate earnings reported.  Let’s review these results …
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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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