Inspire people to transform goals into reality.
Our speaking events and workshops provide powerful insight that ignites smarter planning.
Financial Designs provides financial planning education to Fortune 500 companies, professional associations, and groups spanning a wide range of industry verticals.
We are known for exceptionally customized programs that are practical, interactive, entertaining, and align with your organizational objectives.
Finding Your Financial Wellness Mojo
Retirement Journey – Tips For The Road
Planning For the Unexpected – How to Hit the Curveballs
Aging Parents: How To Care For Them and Plan For Yourself Too
Power Over Your Divorce: The ABC’s of Financial Security