By Design Financial Services specializes in structuring financial complexities, planning and charting probabilities. We offer The Lifestyle Design Process to assist women and their families to draw up a complete, custom financial plan that perfectly suits their lifestyle and financial situation. The The Lifestyle Design Process assists you when drawing up your own, custom financial plan.

Each part is discussed with you, in detail. You decide, with confidence, how you want it to look when complete. Your needs and circumstances determine the fit for your financial plan. Are you prepared to risk your financial future and the future of your family by selecting an "off the rack" solution?

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As times goes by, even the best personal financial plans must be kept up-to-date. At regular intervals, you need to revisit your personal profile, review your plan's "fit" and style, and make sure the details in place are all current and still applicable to your situation. This review helps you to measure your success along the way, keep your eye on your long-term goals, and continue to shape your own future.

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Your financial world is constantly changing and understanding how or if it affects you can be overwhelming. That's why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions - now and in the future.

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Joy McLaughlin

Sep 20, 2021

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I’ve been investing with Brian Ward at By Design Financial for about 25 years. Brian is my trusted advisor and now friend. He’s been by my financial side most of my adulthood. The relationship we have developed over the years has been instrumental to reaching my financial goals. I wouldn’t hesitate to recommend Brian to anyone. He’s one of a kind!