A Plan Designed For Life
You've done all the right things to get where you are financially. But, you never imagined having to become an expert in wealth management. Managing the investments and executive compensation you've earned, in a tax efficient way, is more complex than you expected.
You're tired of asking questions and searching the internet for answers. You don't have the time to create, implement, and track your own financial plan. And that's not a bad thing!
Your finances can be outsourced; Your relationships, memories, and life experiences can't. You need someone to help you find clarity.
Your Wealth Management Guide
That's why choosing someone to guide you is one of the most important financial decisions you'll make. You want a team who has specialized knowledge, provides personalized guidance, and ongoing support.
There's no such thing as a one time financial plan; the strategies you use will change as your life does. But investing in an experienced guide will bring confidence as you make informed and effective wealth management choices for your family's future.
The reality is that life happens, and your goals can change. Your financial plan should be flexible enough to change too. We're here to help you get it right the first time. This is what it looks like to be designed for life.
Confidence is Comprehensive
Our team of specialists provides you with custom, in-house analysis covering everything from tax, investing, risk management, and financial planning. We aren't timing the market, we're building a timeline for your money. We organize each piece of complexity into one cohesive strategy, implemented through your career and retirement. Investments, taxes, and executive benefits are three areas we commonly handle for clients.
Here's HowInvestment Management
Your money should be there when you need it, no matter what the market looks like
Tax
Efficiency
Tax planning helps you pay the least in taxes possible, over the course of your life
Executive Compensation
Take advantage of your stock options, RSUs, and deferred comp to reach your goals
Wealth Management Financial Advisors
We are Financial Design Studio: a team with experienced, fiduciary, fee-only financial advisors based in Chicago, Illinois.
Our team has a passion for helping others design a path to financial success - whatever success means for you. Each of our unique insights fit together to create broad expertise, complete roadmaps, and creative solutions.
We have seen the power of having a financial plan, and adjusting that plan to life. The result? Confidence in your finances, so you can live your plan to the fullest!
Meet Our Team
Behind each financial plan we design are real people with goals and questions. Our podcast shares the conversations we have with others, about practically living out your financial plan.
Our Financial Insights
Into your inbox every other week.
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Schedule a quick call with our financial advisors.