We are living during a time of increased concern about our financial security.  My Financial Design provides you an opportunity to stabilize your financial management and learn to make the right financial decisions in order to support what is really important to you in your life.

“Money is there to support what is meaningful in our lives” says Tresa Leftenant, CFP and Founder of My Financial Design.  Whatever you hope to do or be in your life, Tresa can help you align your money management decisions with your personal life choices.

Many people don’t know if their existing financial plan or investment portfolio is still right for them given the current economic crisis. 

Others need help with their spending plan, as jobs are lost and income’s decline.  People need personalized and affordable financial advice, and that’s what they receive when working with My Financial Design.

When you begin Tresa’s empowering process, you’ll receive a second opinion on your existing financial plan.  Or you may choose to create a new plan that supports your distinctive life journey.  Tresa will take the time to really get to know you, your family and what you are hoping to attain in your life.  “I collaborate with my clients, listen to their dreams and desires, and then create a personalized and exclusive plan that expresses their life’s vision.”