A New Chapter!

by Michelle Smalenberger, CFP® / February 22, 2017

Welcome to the Financial Design Studio!  Thank you for taking the time to check out our website.  This is a new chapter in our lives that we have always dreamed about.  We are happy to now share years of our thoughts that we have set into motion over the past few weeks.  We promise that we will learn and grow throughout the years as we work alongside you and your families learning and growing, too.

Designed for Life represents that we want you to enjoy life and your finances shouldn’t stop you from doing that. Life will happen.  And your plans should be flexible to reach goals as they take shape.

We will help you accomplish goals, rearrange priorities, or tweak your design to better fit the goal you are trying to reach.  We are excited to see what the future holds and how we will experience many life events with you.

Stay tuned for regular updates on various financial topics and lessons we are learning!

Ready to take the next step?

Schedule a quick call with our financial advisors.

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Financial Advisors on Wealth Management and how to use a 529 college savings plan

How to Use a 529 College Savings Plan [Video]

In this video, learn about how to use a 529 college savings plans with all the tax benefits and the flexibility available.

Michelle Smalenberger, CFP®

I have a passion for helping others develop a path to financial success! Through different lenses on your financial picture, I want to help create solutions with you that are thoughtful of today and the future. I have seen in my life the power of having a financial plan while making slight changes of direction from time to time. I believe you can experience freedom from anxiety and even excitement when you know your finances are on track.