Financial Planning By Design LLC
Financial Planning By Design is a boutique, fee-only financial planning firm serving individuals and families navigating important financial decisions and life transitions.
Many of our clients have wealth tied to real estate, business ownership, concentrated assets, executive compensation, inheritances, or multi-generational family planning. As financial lives become more complex, important decisions often extend beyond investments alone and require coordination across tax, estate, insurance, business, and cash flow planning.
We help clients bring structure and clarity to those decisions through a personalized planning process designed around their unique circumstances and long-term goals.
Our work often focuses on major transitions such as business and large asset sales, inheritance, blended family planning, divorce, and other significant life events where thoughtful planning and coordination can have a lasting impact.
As a fee-only fiduciary, we provide objective advice and investment management that supports a broader financial strategy. We intentionally maintain a boutique practice so we can deliver a high level of personal attention, communication, and ongoing guidance to the families we serve.
At Financial Planning By Design, we believe financial planning is about more than managing assets. It is about helping clients make informed decisions, navigate change with confidence, and align their wealth with the life they want to build.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.