Episode 1 : Designed for Life: Our Story
by Financial Design Studio, Inc. / October 31, 2022We started a podcast: “Behind the Designs”! If you have ever wondered what financial professionals have to say about economic issues, then this podcast is for you! You can find our podcast, wherever you can stream them.
Our very first episode is “Designed for Life: Our Story.” In it, learn more about who we are . . . from why we love financial planning, to how we each started our own firms, to creating Financial Design Studio! Our four partners, Michelle Smalenberger, Rob Stoll, Trevore Meyer, Steve Smalenberger, are all in this episode.
Key Moments
1:23 Meet the FDS Partners!
9:38 Registering each of our firms
12:50 Starting Financial Design Studio
14:44 What about our first firms?
16:23 How do we function as a team?
22:20 What was it like merging firms?
27:27 What is the FDS mission?
33:51 Why did we start this podcast?
Related Content
Credits for Episode 1
Host: Michelle Smalenberger, CFP®
Guests: Stephen Smalenberger, EA; Robert Stoll, CFP®, CFA; Trevore Meyer, CFP®
Executive Producer: Anna Lewis
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Recommended Reading
Ep 77: What It Takes To Make an Impact on Your Beneficiaries
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Ep 76: Estate Planning Mistakes that Complicate the Inheritance Process
In this episode, we discuss mistakes we've seen in how assets are passed down and the ways paperwork becomes your beneficiaries nightmare.
Financial Design Studio, Inc.
We are financial advisors in Deer Park and Barrington, IL. A team with 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? Freedom from worrying about the future so you can enjoy today.