Financial planning is the process of meeting life goals through the proper management of finances. Financial Designs, Inc. follows the

Certified Financial Planner Board of Standards' six step process for evaluating a client's current financial picture and making recommendations for achieving future goals.  Our Financial Planners have earned the esteemed Certified Financial Planner™ practitioner certificate, and assist with the following types of planning:

• • • Retirement income planning
    • Education savings planning
    • Protection needs analysis
    • Estate planning
    • Wealth management and transfer
    • Charitable gift planning
    • Consolidated reporting - a single, unified reporting of all financial assets to ensure coordination of benefits, investments, real estate holdings, retirement plans, and tax minimization strategies.