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.
Do You Have The Stomach [For The Stock Market Roller Coaster]? Are you someone who likes the Tea Cup rides at festivals or theme parks? Maybe you prefer the roller coasters that move through highs and lows at rapid speeds? Whatever your stomach for these rides, does it correlate to your stomach for the stock […]
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[Video] Ways To Make Charitable Donations & Contributions STEPHEN SMALENBERGER, EA ® 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 […]
The post [Video] Ways To Make Charitable Donations & Contributions appeared first on Financial Design Studio.
[Video] Be Proactive: Tax Analysis STEPHEN SMALENBERGER, EA ® 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?” Let’s go through an example so I can show you some of the mechanics of how this […]
- Gen X
- Investment Planning & Management
- Tax Planning
- Wealth Management
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
- Monthly Fee: $100/mo
- Flat Fee: $1,000
- Hourly Fee: $250/hr
- AUM: 0.60%