Intentional Planning.

Abundant Living.

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We're not like everyone else,
but neither are you
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What is Financial Design?

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Who We Work With

Select the group below that best describes you

"If you want to go quickly, go alone. If you want to go far, go together." - African proverb

 
 

About Us

High Point Financial Design is an independently owned, multi-generational firm built on family values and driven by principles.

 

For over 30 years, our family has strived to help families across the country to pursue their version of financial abundance. There are consistent topics when clients tell us what is most important in the lives of our clients are: family, friends, faith, health and time. Often, clients become like family, as we work together through what are often some of the most important and  private concerns in their lives. That commitment is why our family opened our own practice: to serve you. Engaging with people we care about in all of life's moments, big and small - that is the reason we love our work.

 

The success of our family focused practice comes from keeping clients' interest at the forefront of every decision we make.

 

Our vision: through stewardship, we strive to educate and empower our clients with the ability to pursue greater financial wellbeing.

 

We believe it's our responsibility as financial designers is to help people improve their lives, make better choices concerning their money, and positively impact their financial wellness. This is our one, extraordinary, and obsessive focus.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

"The most important decision we make is whether we believe we live in a friendly or hostile universe." - Albert Einstein

 

Our Content

 

Clinard's Four C's

Clarity

Confidence

Control

Comfort

 

Join us for Coffee and a Second Opinion

Over the years, some of our best clients have come from introductions from others and these relationships often start over a cup of coffee. We’ve said before, sometimes the best investment is a conversation.

We would be honored to offer you a cup of coffee and listen to what is most important to you. It is a chance for you to share any concerns you have about your finances. ​

Our initial visits are complementary and completely confidentially. Our objective is to get to know each other and explore ways we could work together.

Just let us know us know if you prefer milk or cream​

 

If High Point is too far to travel for coffee, we are glad to set up a virtual visit so you can meet us from the comfort of your home.

 

Click the button below to schedule an appointment with us.

 

Contact

Phone: 336-781-4525

Toll-free: 888-988-6101

Fax: 336-885-0421

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4035 Premier Drive, Suite 201

High Point, NC  27265

(Smith Leonard building, second floor)

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