financial designer

Timeless Design

photo shows paint and material samples arranged on a tabletop

Tastes come and go. It’s never bothered me much, as I’d rather sit and watch the fads go by than participate.

Thinking more lately about my home, and its gorgeous mid-century modern style, has me wondering about what makes a style last. I don’t know that anybody’s born with “good taste,” so it must be something in the design that makes the difference, huh?

A sound design—an actual plan—isn’t the same as a touch-up. Anybody can change the drapes or paint a wall. These are surface-level changes. They don’t change the shape of things or how a person might move through this life.

A designer needs to know about the heart of the issues. They might ask…

  • How do you want to use this space?
  • How do you want to feel when using this space?
  • What are your needs now, and what needs do you anticipate?

These questions are sounding familiar. They are fundamental to our conversations about your money and your life!

I’m no designer, but I like the idea that there may be fundamental principles to sound design and to sound financial planning. We collaborate, get the crucial elements on the table, and then get to work.

Maybe I’ve got more style than I thought!

… But maybe I’ll stick to the basics, just to be sure.

Clients, when we need to come back to the plan or think about its design, please write or call.


Want content like this in your inbox each week? Leave your email here.

Play the audio version of this post below: