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

2021 Stock Market Performance Is Broadening Out

October 14, 2021

2021 stock market performance is broadening out. Does this reflect a change to a new investment regime, or will it prove short lived? Read our thoughts and hear why we're particularly concerned for investors nearing retirement.

The post 2021 Stock Market Performance Is Broadening Out appeared first on Financial Design Studio - Fee-Only Financial Advisor Barrington & Chicago Illinois.

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Be Proactive: Tax Analysis [Video]

October 11, 2021

    One question we hear a lot from those who are self-employed and doing some type of payroll is: “How do I balance my taxes and save for the future?” For this let’s discuss your tax analysis… Let’s go through an example so I can show you some of the mechanics of how a…

The post Be Proactive: Tax Analysis [Video] appeared first on Financial Design Studio - Fee-Only Financial Advisor Barrington & Chicago Illinois.

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Shop Now for Christmas Before It’s Too Late

October 7, 2021

Christmas 2021 is going to be difficult for shoppers. Prices are up and goods are scarce. Will it get better? In our opinion, no. It's best to shop now for Christmas before it's too late!

The post Shop Now for Christmas Before It’s Too Late 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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