Michelle Smalenberger, CFP® Financial Design Studio, Inc.

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About Michelle Smalenberger, CFP®

I have a passion for helping others develop a path to financial success!

Through different lenses on your financial picture, I want to help create solutions with you that are thoughtful of today and the future.

I have seen in my life the power of having a financial plan while making slight changes of direction from time to time. I believe you can experience freedom from anxiety and even excitement when you know your finances are on track.

Those who are a great fit for our services are families working hard to provide for and support each other so they can be financially successful. Individuals who want to ensure they are making the right decisions to secure a strong financial foundation to build upon for the rest of their life are also a great fit.

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Recently Published

Managing Interest Rate Risk In Your Bond Investments

April 9, 2021

We are talking about how to understand how interest rate risk in bonds work. Are bonds always a source of income and stability? Let's see!

The post Managing Interest Rate Risk In Your Bond Investments appeared first on Financial Design Studio - Fee-Only Financial Advisor Barrington & Chicago Illinois.

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5 Common Small Business Accounting Mistakes [Video]

April 6, 2021

5 Common Small Business Accounting Mistakes [Video]|Don't miss the 5 common small business accounting mistakes we see. Let's go through each of these that I find to be very common.

The post 5 Common Small Business Accounting Mistakes [Video] appeared first on Financial Design Studio - Fee-Only Financial Advisor Barrington & Chicago Illinois.

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Retirement Roth Conversions Part 2 [Video]

March 30, 2021

Retirement Roth Conversions Part 2 [Video]| In Part 2 of our series on Roth Conversions, we’re taking a deeper look on how to plan for this strategy years before your retirement.

The post Retirement Roth Conversions Part 2 [Video] appeared first on Financial Design Studio - Fee-Only Financial Advisor Barrington & Chicago Illinois.

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Ideal Clients

  • Gen X
  • Investment Planning & Management
  • Tax Planning
  • Wealth Management

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $100/mo
  • Flat Fee: $1,000
  • Hourly Fee: $250/hr
  • AUM: 0.60%

SEC Records

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