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] Don’t Let Tax Reform Changes Surprise You. Plan Now!

December 6, 2019

STEPHEN SMALENBERGER, EA® Tax Reform changes have been in the news lately. You’ve probably heard or read about it. Let’s discuss how these changes impact you.  Understanding how things have changed will allow you to talk with your accountant now as they’re preparing your 2019 return, to make any changes for how your 2020 return…

The post [Video] Don’t Let Tax Reform Changes Surprise You. Plan Now! appeared first on Financial Design Studio.

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What A Difference A Year Makes

December 4, 2019

What A Difference A Year Makes! Investing is always a challenge. But investors have endured two radically different investment environments the last two financial years. These almost-comical headlines from CNBC – by the same author, no less – perfectly capture the 2018 and 2019 investment financial years.         Here’s what’s interesting. In…

The post What A Difference A Year Makes appeared first on Financial Design Studio.

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[Video] Ways To Make Charitable Donations & Contributions

December 2, 2019

STEPHEN SMALENBERGER, EA ® [Video] Ways To Make Charitable Donations & Contributions This time of year especially people are thinking about charities and year-end donations.  Even events like the recent hurricanes prompt people to consider how they can give. This is one item on our year-end tax planning checklist.  Be sure to download your copy!…

The post [Video] Ways To Make Charitable Donations & Contributions 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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