Design Life's Journey, LLC

The firm works with individual and high‑net‑worth clients as well as small business owners, providing ongoing discretionary and non‑discretionary portfolio management and comprehensive financial planning. It also offers related services such as tax preparation and business advisory, educational seminars and workshops, and the sale of insurance and other financial products.

Investment advice is delivered through customized Investment Policy Statements and a traditional “bucket” approach that blends offensive and defensive strategies, using both long‑ and short‑term trading tools (including occasional options and end‑of‑day stop losses). The firm applies a mix of fundamental, quantitative, technical, charting and cyclical analysis, conducts regular account reviews, and encourages clients to maintain staged cash reserves aligned with lifestyle needs.

Compared with peers, the firm is notable for being a very small solo RIA (about eight clients and roughly $2.8 million in assets) that also engages in several uncommon practices: it uses endorsements and testimonials and advertises third‑party ratings, publishes periodicals/newsletters, and runs public educational events. The adviser also maintains insurance agency activities and provides tax/business advisory services as outside business activities (a substantial portion of time), with those potential conflicts disclosed in client files.