Podcast Episode 34: Start with Why: Michelle’s Story

by Financial Design Studio, Inc. / January 8, 2024

In this episode we interviewing the CEO of FDS! Michelle shares her passion for lifelong relationships with money, what led to starting FDS, and how to start with why. What you care about will shape how you live. As financial advisors, we want to hear what matters to our clients! This shapes the plans we design.

Financial Advisors and Wealth Management in Chicago Illinois
Michelle Smalenberger, CFP®; Anna Lewis

Behind the Designs Ep. 34: Start with Why: Michelle’s Story

Take a listen right here, or head over to your favorite steaming platform!

Key Moments

1:05 Meet Michelle!

3:24 What led you to start FDS?

6:53 What gets you out of bed every morning?

16:26 What matters to you?

24:54 How to identify what matters to you?

28:48 How do you live it out through your calendar and checkbook?

34:36 What does it take to stick with your plan?

40:05 Who’s voice is worth listening to?

45:50 Closing thoughts

Links for Start with Why: Michelle’s Story

Learn more about how FDS was started in Episode 1: Designed for Life.

Stay Connected!

If you want to hear even more episodes, like this one, be sure to subscribe to the Behind the Designs podcast on your favorite streaming platform! The Behind the Designs podcast shares with you an inside perspective at how financial advisors think about certain topics. We’ll see you in the next episode.

Credits for Episode 34

Executive Producer and Host : Anna Lewis

Guest : Michelle Smalenberger, CFP®

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