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One-Time, As Needed Or Ongoing Advice on your financial situation or on specific topics such as: - Retirement Planning
- Investments
- Insurance Needs
- Estate Planning
| - College Funding
- Cash Flow
- Financial Checkups
- Second Opinions
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Finance by Design, Inc (FBD) provides independent, objective advice on an hourly or fee only services in the following areas:
Individuals Wealth Management – this is a comprehensive service for people who want someone else to take care of the details and the client provides the direction. FBD works with the client to determine goals and the time frame and then takes care of the implementation and monitoring. Do it Yourself – FBD provides independent objective advice for those who like to work with their finances and want to make sure they are getting the best options for their situation.
Individuals with Businesses
Having a business brings complexity to the financial planning process. There are now at least two entities to consider and they all flow together to the owners financial picture. FBD provides comprehensive services on an hourly, fee only basis that include all the services above as well as tax planning, retirement planning (such as 401k), and business strategies. | 
