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: Coordinate Your Accounts Together

July 8, 2020

[Video] Investing: Coordinate Your Accounts Together | Set up one day each month where you review all your investments and accounts to make sure items don't get overlooked.

The post [Video] Investing: Coordinate Your Accounts Together appeared first on Financial Design Studio.

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A 20 Year Comeback Story

July 2, 2020

On March 27, 2000, the NASDAQ 100 index of leading technology stocks peaked at 4,700 in midst of the Tech Bubble of the late 1990’s. It fell the next day and wouldn’t see 4,700 again until the middle of 2016. But it took 20 years for the performance of the NASDAQ 100 to surpass the…

The post A 20 Year Comeback Story appeared first on Financial Design Studio.

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[Video] Employee Benefits: Open Enrollment, The Most Valuable Benefits

July 1, 2020

[Video] Employee Benefits: Open Enrollment, The Most Valuable Benefits | Three very important benefits to make sure you are utilizing them to the best extent you can

The post [Video] Employee Benefits: Open Enrollment, The Most Valuable Benefits 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

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