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Looking for unbiased financial advice?
You may be ready to take charge of your finances but worry that that an advisor might be trying to sell you something. LifeDesign Financial is a fee-only financial planning and education company. We don't sell investments or other financial products so we can offer you completely unbiased financial education and advice. Learn More >>

Stressed about money?
Whether you have a lot of money or very little, you may find dealing with money issues stressful. You might feel like financial security and peace of mind are somehow out of your grasp but you aren't sure what to do about it. Learn More >>

Life in transition?
Retirement, divorce, career change, death of a spouse or starting a business are life changes that can bring money issues to the forefront and you may not be sure where to turn and who to trust for help.
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Planning ahead?
You may be considering retirement, but aren't sure how much money you will need and whether you have enough to live the life you want. Or, you may be thinking about leaving your job, shifting to part-time work, starting a business or moving out of the city and need help re-evaluating your life and financial priorities. Learn More >>

You Can Live Your Life Free from Worry About Money
Through private consultations, workshops and small group sessions, we will work with you to develop a life and financial plan that aligns money matters with your values, goals and dreams. We guarantee you will sleep better at night knowing you are doing the best you can with your money for yourself and your family. Learn More >>

    Client Quotes




Judy Gaudin-Riese
Consultant Social Worker

"I wasn't interested in money management, yet I recognized it was a responsible thing to do. Karin gave my financial life structure—she supported me in doing a reasonable budget, and working towards the goal of retirement."