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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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[Video] Career Fairs Can Help Your Wallet, Too MICHELLE SMALENBERGER, CPF ® Could a career fair for your child, actually …
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US Economic Indicators Are Strong But China Doubt Lingers

US Economic Indicators Are Strong But China Doubt Lingers A couple of economic indicators reported this week helped the market …
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[Video] New 2019 Contribution Limits

[Video] New 2019 Contribution Limits STEPHEN SMALENBERGER, EA ® As we step into a new tax year, we’re probably thinking, …
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What’s Your Financial Health?

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Benefits of analyzing your financial health:

  • + Strategize so your retirement goals are met.
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