Most people simply don't like thinking about money.

Instead, we tend to fret about it.  We try to pinch our pennies and stretch our dollars and sometimes we overspend, feeling like there's little hope of ever getting our money management under control.  We make investments, then worry how fate might affect our decision.

Of course, nearly everyone aspires to have more money, and to make good financial decisions.  But the reality is that we're often more concerned about how we earn our money, more than how we manage it.

. . .money is only a vehicle to have

                  the things we truly want . . .

That's why it's so important, when choosing a financial advisor, to find one who takes the time to find out what's truly important to you. Someone who has the knowledge, skill and dedication necessary to provide sound advice on a truly personalized financial strategy, and – just as important – someone whose genuine concern and empathy for your life goals informs every stage of that strategy’s creation.

Those are the characteristics that most distinguish Tresa Leftenant and My Financial Design. Tresa’s top priority is helping you to achieve and enjoy the vision you have for your life, not just your dreams for the future, but your lifestyle today.

Plus – as an independent CERTIFIED FINANCIAL PLANNER™– she really enjoys thinking about money.  

Why Wait? 

Your dreams deserve to be a priority in your life.  Don’t be one of those people who regrets ignoring their investments and not establishing a workable and productive financial plan. It’s never too late, and you can do it! All you need is a little help from a professional. Call or e-mail My Financial Design today.