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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

Financial Design Studio Global Trade Tension

Is Global Trade Tension Progress Already Priced In?

Is Global Trade Tension Progress Already Priced In? When investing, people consider what may happen in the future regarding an …
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Financial Design Studio Financially Lucky

[Video] Financially Lucky

[Video] Financially Lucky MICHELLE SMALENBERGER, CFA ® With talk of St. Patrick’s Day are you feeling lucky?  I want to …
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Financial Design Studio Tax Season

[Video] Prepare for your tax returns using FORMS

[Video] Prepare for your tax returns using FORMS MICHELLE SMALENBERGER, CFA ® It’s tax season and everyone’s thinking of everything …
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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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