Life by Design is an independent financial firm dedicated to designing strategies to help women in transition and families live financially independent lives. Whether you’re in the middle of a significant change in your life, you’re anticipating a change, or you’re simply looking to improve your financial future, we believe our services can provide hope. We provide reliable, supportive care for individuals who seek financial guidance. We understand that every client has different needs, and we honor those differences. We’ve changed the financial trajectory of our own lives and we hope to do the same for you.
Being independent, we are free to choose from a wide range of options in customizing solutions to fit the unique situation of each individual. As your partner, we openly share our knowledge. Our emphasis on education allows individuals to develop confidence in the financial planning process. At Life by Design, we think outside of the box—we are dedicated to finding solutions that work for you.
While we serve clients in many parts of the country, we are based in Northwest Indiana, an area known for its warm hospitality and family values.
We are affiliated with Cetera Advisors LLC, our Broker-Dealer. They are responsible for brokering trades on your behalf. Our relationship with Cetera assures that we maintain independence in recommending financial solutions for your needs.
Our custodian, Pershing, is a subsidiary of The Bank of New York Mellon Corporation, the nation’s oldest continually operating bank.