I’m here for you…if you have a change of address, name change, need an appointment or an update to your beneficiaries please contact me and I can process these for you.
Read More
‘The best kind of friendships are fierce lady friendships where you aggressively believe in each other, defend each other, and think the other deserves the world.’
I’m Jodi’s Executive ASSISTANT and I love my job
Read More
Merry Christmas - From all of us to all of you
Read More
Lessons Learned in Covid
What Covid has taught us is that anything, literally ANY. THING. can happen
Times like these call for appreciating those around you! We are so thankful for ALL of our frontline staff, so the other day we called to see if we could pay for pizzas for the Foodland staff! So happy they enjoyed it! 🤍 Lets all try to spread some kindness today.
Read More
Another affirmation of how little we really need, how much we actually have and the true value of human connection.
Yesterday, in a snow storm, Jodi delivered this beautiful burst of spring to the front step of my house (since I have been working from home) for Administrative Professionals Day today. Made my day and week! Best Boss ever!
Bonnie
Read More
What’s your mortgage payment going to be?
Lets’ say it’s 1,7500/month for a 350,000 house. Start saving ……
Read More
Hi I’m Bonnie,
I am the newest member of the Financial by Design team, and I do love working with these ladies:)
Read More
Hi I’m Michelle
I’m Jodi’s Executive Assistant and I love my job! And no she didn’t pay me to say that 😊
I have been in this business for 19 years and with Jodi at Financial by Design for over 10 of them.
I wear many hats in our office and…….
Read More
Merry Christmas
Read MoreThis Year we offered a Shredding service as a Client Appreciation THANK YOU to our clients!
Read More
My team - well, what can I say about Michelle and Bonnie? They make my work life easier and our office a much more fun place to work in each day.
Read More