Traditionally, financial advice consists of selling robust products shifting the focus away from client needs and onto production numbers. Research has shown that people are spending more and saving less than ever before diminishing the ability to effectively use traditional financial planning.

DesignWealth bridges the gap between your money habits of today and achieving all that is important to you through teamwork and accountability.

I know you might be thinking that there are many other tasks that you must address before your personal goals. As a result, your goals get pushed to tomorrow, and tomorrow, and tomorrow, etc. until it is too late. Studies have shown that 76% of people nearing the end of their life regret not having lived their ideal life.

We move forward as a team ensuring that you live a life full of memories – one dream, one plan, one dollar at a time.

An initiative of Fernhill Financial