By Design Financial Service

Who We Are

By Design Financial Services is a team of passionate and experienced financial advisors dedicated to helping women and their families develop and implement custom financial plans that align with their unique needs and aspirations. With over 25 years of experience, we have become trusted advisors, guiding clients through the complexities of financial planning and empowering them to achieve their financial goals.

Our Approach: The Lifestyle Design Process

We believe your financial plan should be as unique as you are. That's why we employ a personalized process, The Lifestyle Design Process, to tailor your plan to your individual circumstances and aspirations. This collaborative approach involves:

• Discovery: We take the time to understand your financial history, goals, and current circumstances.
• Customization: We work with you to develop a plan that aligns with your vision for the future, considering your family, lifestyle, and financial aspirations.
• Collaboration: We involve you in every step of the process, ensuring your voice and opinions are heard and reflected in your plan.
• Review and Adjustment: As your life evolves, your financial plan should evolve with it. We'll regularly review and adjust your plan to ensure it continues to meet your needs and aspirations.

Our Services & Solutions

We offer a comprehensive range of services to meet your diverse financial needs, including:

• Investment & Tax Planning: Maximize your returns, minimize your taxes, and create a secure financial future.
• Retirement Planning: Plan for a comfortable and secure retirement.
• Estate & Succession Planning: Ensure your financial legacy is protected and distributed according to your wishes.
• Insurance Planning: Safeguard yourself and your loved ones from unforeseen events.
• Wealth Management: Develop and implement a holistic wealth management strategy tailored to your individual goals.

Our Commitment

At By Design Financial Services, we are committed to:

• Integrity: We uphold the highest ethical standards and act with honesty and transparency in all our dealings.
• Compassion: We understand the emotional aspects of financial planning and are dedicated to supporting you throughout the process.
• Expertise: Our team comprises experienced professionals with deep knowledge and qualifications in financial planning.
• Client Focus: Your needs and goals are our priority. We are committed to providing personalized attention and solutions tailored to your unique situation.