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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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Be Careful Of Financial Short Cuts

Be Careful Of Financial Short Cuts At various times in your life you may remember when you tried to find …
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Have you received an inheritance and need to understand the steps to take or what to do?

[Video] What To Do When You Receive An Inheritance

[Video] What To Do When You Receive An Inheritance MICHELLE SMALENBERGER, CFP ® Have you received an inheritance and need …
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Don’t Get Caught in the War of Words

Don’t Get Caught in the War of Words This week we have seen the trade talks now move to a …
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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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