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

[Video] Investing: Consolidate Old Retirement Accounts When It Makes Sense

April 3, 2020

ROBERT STOLL, CFP®, CFA® [Video] Investing: Consolidate Old Retirement Accounts When It Makes Sense In today’s economy it is very common for people to change jobs often as they look to advance their career. While there is a lot of benefit from that from a jobs growth standpoint, what can happen often is as you switch jobs,…

The post [Video] Investing: Consolidate Old Retirement Accounts When It Makes Sense appeared first on Financial Design Studio.

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CARES Act: Mortgage Forbearance Request

April 1, 2020

CARES Act: Mortgage Forbearance Request   Background:  Another provision of the CARES Act, for keeping more funds in your pocket, allows for individuals with a mortgage to defer their mortgage payments for 90 days, and as long as 180 days. Timing: This is an immediate benefit you can receive. Benefits: If you have a federally backed…

The post CARES Act: Mortgage Forbearance Request appeared first on Financial Design Studio.

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CARES Act For Businesses: Payroll Tax & Net Operating Losses Loosened

April 1, 2020

CARES Act For Businesses: Payroll Tax & Net Operating Payroll Tax Payment Deferral Background:  The “CARES Act” which was recently signed into law allows employers as well as those self-employed the ability to defer payroll tax or self-employment tax payments.   Amount & Timing  The payroll tax payments which are eligible for deferral begin on the…

The post CARES Act For Businesses: Payroll Tax & Net Operating Losses Loosened appeared first on Financial Design Studio.

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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

States Registered

  • Illinois

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