Design Your Financial Future. Live a Life of Purpose.

We go beyond the numbers to create a holistic financial plan that serves as a roadmap for your future. We analyze your current situation, define your long-term objectives, and develop a comprehensive strategy that encompasses retirement planning, education funding, estate planning, and more. We believe that financial planning is an ongoing process, and we're committed to providing you with ongoing support and guidance as your needs evolve.

Protecting your wealth from unforeseen events is paramount. We take a proactive approach to risk management, identifying potential threats and developing strategies to mitigate them. This includes assessing your investment portfolio, insurance coverage, estate plan, and business ventures to identify vulnerabilities and create a comprehensive risk management plan. We believe that by anticipating and addressing potential risks, we can help you safeguard your financial future and achieve your goals with confidence.

We don't just manage your investments; we curate a bespoke portfolio tailored to your specific goals, risk tolerance, and values. We take a holistic and proactive approach, carefully considering market dynamics, tax implications, and your unique circumstances to maximize your returns and preserve your capital. We believe that your investment strategy should be an integral part of your overall financial plan, designed to support your long-term vision and empower you to achieve your dreams.

Minimizing your tax burden is a crucial aspect of wealth management. We collaborate with your tax advisors to develop strategies that optimize your tax efficiency, maximizing your financial resources and preserving your wealth. We believe that proactive tax planning is essential for achieving your financial goals.

Preserving your legacy for future generations requires careful planning and execution. We work closely with legal counsel to develop a comprehensive estate plan that minimizes tax liabilities, protects your assets, and ensures your wishes are honored. We understand that estate planning is a sensitive and personal matter, and we approach it with compassion, discretion, and a deep understanding of your unique circumstances.

Life's journey is filled with transitions, some planned and some unexpected. Whether it's a career change, a business transition, a significant life event like divorce or widowhood, or a major financial decision, navigating these transitions with confidence requires careful planning and clear guidance. At Financial Planning By Design, we provide personalized support and strategic advice to help you navigate life's transitions with clarity and purpose, ensuring your financial well-being is protected and your goals are achieved.

We understand that each transition is unique, and we take the time to understand your specific circumstances, concerns, and aspirations. We then develop a tailored plan that addresses your individual needs, providing you with the knowledge and resources you need to make informed decisions and achieve a successful outcome.

We help you align your financial goals with your philanthropic vision, creating a lasting legacy of giving. We guide you through various charitable giving strategies, including donor-advised funds, charitable trusts, and private foundations. We also help you navigate the tax implications of charitable giving, ensuring your generosity is both impactful and efficient.

We help you plan for a long and fulfilling life, ensuring your financial resources support your desired lifestyle, no matter how long you live. We take a comprehensive approach, considering factors such as retirement income planning, healthcare costs, long-term care needs, and legacy planning. Our goal is to empower you to live your life to the fullest, knowing that your financial future is secure.