We make the complicated easy to understand

We know that organizing your finances can be complicated, and talking about them can be uncomfortable, so we’re here to help make things simple. Sometimes all you need is a shift in thinking to understand how all the pieces fit together.

Why choose us

At Financial by Design Inc., we help you put your money where it matters most. We know you have lots of places that it can go, so we talk about what’s most important. We believe in the fullness of life - the joy, the laughter and all the things in between. Money is simply one part of that.

We simplify your finances by helping you understanding how the pieces of your finances come together

  • Retirement lifestyle planning

  • investment strategies

  • Insurance protection

  • Education planning

  • Risk management

  • Holistic financial planning

It’s not just about the money

It’s about what it means to you

It’s not just about a financial plan

We want your finances to be a fun, creative part of your life that fit in just like any other. We talk about the important things so that you can be prepared for those unexpected times and know that your finances are well taken care of.

TESTIMONIALS

TESTIMONIALS

Crystal Palleschi

"For the past 10 years, Jodi has provided excellent guidance and knowledge, and above all, we know that she truly cares about our family.  With her help we are on track for financial success for years to come”

Stacey Cornelious

"Jodi has taken the time to genuinely get to know myself and my family to have a better understanding of my personal and financial goals.  More importantly, she is proactive in re-evaluating my needs and goals as my family and my business growth. This personal care combined with her knowledge, accessibility, and organization is such a rare combination that makes Jodi's services so valuable to me”

The Moore’s

We both came away from our meeting with you this morning with a sense of relief knowing that you are looking after our investments and we are in good hands. It is overwhelming for us to have so much money when we have made do on one salary for so many years. You have certainly eased our minds with your financial advice and the plan you have developed for us. Thank you.