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"The quality of everything we do depends on the quality of the thinking we do first."

NANCY KLINE   |   A Time To Think

Welcome to
Financial Designs

Our mission is to continuously improve the quality of life for all of the business owners and impact families who call central Virginia home.

We are a business continuity and success(ion) planning firm. We work with private and family-owned businesses, practicing professionals, and personal clients.

By being your advocate, we will help you get your financial house in good order, insure your maximum human life value, and help you leave a legacy.

For Business Owners

Closely-held businesses come with multiple opportunities and challenges. Our suite of services includes business continuity planning, retirement planning, executive benefits, tax efficient strategies and individual financial planning for owners and employees of closely-held businesses.

For Practicing Professionals

We manage qualified retirement plans for professional practices and we provide financial planning services to individuals on their personal financial situations.

For Individuals & Families

We help individuals and families plan for and execute a vision for a bigger future. Our objective is to create time and space for the thinking that is possible for mapping out an intentional path to living.

What Is Your Business Worth?

Your Life in a Box.

Your Vision, Our Process.

Customer Relationship Summary (Form CRS)