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About Financial Planning By Design

At Financial Planning By Design, we guide multi-generational families through the complexities of wealth, leadership, and legacy. Our work centers on strategic decision-making, communication, and alignment—so families can move forward with clarity across generations. We lead with a planning-first approach, delivered through a high-touch Virtual Family Office model. Every engagement is anchored in The Blueprint, our signature process that evolves as your family’s needs change. This personalized experience is tailored to your family needs and may include: Family governance design and communication frameworks Succession planning for real estate or business ownership Strategic planning through life transitions such as blending families, divorce, caregiving, or generational liquidity Coordination across legal, tax, investment, and family decision-makers Rising Gen education and resources We work with a select number of families who value thoughtful planning, continuity, and discretion. Our role is to steward the decisions that shape family wealth and leadership for decades to come. 📍 Based in Florida (Space Coast, Tampa Bay, Sarasota), serving families virtually across the U.S.

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