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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

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[Video]  The Peter Principle Explains Our Incompetence  

[Video]  The Peter Principle Explains Our Incompetence  MICHELLE SMALENBERGER, CFP ® Do you ever look back and think about the …
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[Video] States With No Income Tax

[Video] States With No Income TaxSTEPHEN SMALENBERGER, EA ®One question that Michelle and I get a lot, especially as clients …
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Summer School

Summer School School is out for the year and your summer fun has probably already started! Remember before school ended …
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What’s Your Financial Health?

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