Our Story

Financial Planning By Design was founded on the belief that true wealth management is a highly personalized and curated experience. I believe that it's about empowering individuals and families to intentionally design their financial futures.

I bring over 30 years of business experience combined in both financial services and real estate. My focus is in serving high-net-worth and ultra-high net worth individuals and families with sophisticated financial needs. I also have a deep passion for empowering women and helping them navigate the financial complexities of life transitions, such as divorce or widowhood. My boutique firm offers a concierge level of service, providing personalized attention and deep supportive relationships.

Areas of focus include:

• Virtual Family Office (VFO) Services: Your personal financial architect, orchestrating a team of trusted advisors to provide comprehensive and integrated wealth management strategies.

• Investment Management: Curated personalized investment portfolios tailored to your specific goals, risk tolerance, and values.

• Financial Planning: Comprehensive financial plans designed to encompass all aspects of your financial life, from retirement planning and risk management to estate planning and charitable giving.

• Estate Planning: Collaboration with your legal counsel to develop estate plans that protect your assets and ensure your wishes are honored.

• Tax Optimization: Collaboration with your tax advisors to develop strategies that minimize your tax liabilities and maximize your wealth.

Our Values

At Financial Planning By Design, we're guided by a set of core values that shape our approach to wealth management:

• Collaboration: We believe in the power of collaboration, bringing together a team of experts to create a unified and effective financial strategy.

• Personalization: We understand that every client is unique, and we tailor our services to meet your specific needs and goals.

• Proactive Planning: We anticipate challenges and develop strategies to mitigate risks, ensuring your financial future remains secure.

• Integrity: We uphold the highest standards of integrity and transparency in all our interactions and as a CFP® professional, abide by their Fiduciary standard.

• Deep Relationships: We're dedicated to building long term and deep relationships with our clients.

Our Approach

We take both a comprehensive and proactive approach to wealth management, considering all aspects of your financial life and anticipating potential challenges. Our VFO model ensures that your financial plan is seamlessly integrated with your investment strategy, estate plan, tax plan, and philanthropic goals. We believe in empowering you with the knowledge and tools you need to make informed financial decisions and achieve your long-term vision.

We utilize technology to provide a seamless and aggregated experience while maintaining a personal human touch.

Our Mission

Our mission is to be your trusted partner in wealth management, guiding you on your financial journey and helping you achieve your goals. We believe that true financial success goes beyond mere numbers; it's about aligning your finances with your vision and your values to create a life of significance. We're committed to providing you with personalized service, professional advice, and unwavering support as you intentionally design your financial future and live a life that reflects your deepest aspirations.