Our Mission is Simple:
      Help our clients use their finances to achieve their life goals.

Finance by Design, Inc., is a fee-only integrated Financial Planning firm that works with clients to address their financial needs as well as encouraging clients to pursue their dreams, discuss and resolve obstacles to obtaining their goals, create a concrete financial plan and provide ongoing guidance toward achieving the goals.

Fee only advice is available on the following topics:

Services are provided on a Fee-only basis either through a flat fee for specific types of advice or through retainer for ongoing advice and management. The flat fee is designed for those who like to work with their finances and want to make sure they are getting the best options for their situation. The retainer is for those clients who desire an ongoing relationship.

Finance by Design, Inc is divided into two service areas: Financial Planning and Investment Management. Financial planning and working with clients to realize their life goals is the first step in working with Finance by Design. Through this phase, we determine what must happen to achieve the goals and the process to make it work. The second area - investment management - allows clients to share the responsibility of managing their money with a trusted advisor.

Finance by Design Inc. provides consistent, reliable, unbiased advice with the focus on what is right for each individual client. Clients get value for money on the services they use. Finance by Design provides the independent objective advice you seek.