Financial By Design Inc.- Jodi Dark, CFP

Home
Canada
Sarnia, ON
Financial By Design Inc.- Jodi Dark, CFP

Directions Website

I am President -CERTIFIED FINANCIAL PLANNER® at Financial By Design Inc. We make it easy. Financial matters are often seen as overwhelming or confusing.

We take pride in making the complicated easier to understand. Mutual Funds available through IPC Wealth Inc. Insurance products are available through IPC Wealth Estate Services Inc. & Financial By Horizons.

10/24/2026

The goal isn’t to think about money every day. It’s to create a plan strong enough that you don’t have to. 🤍⁠
⁠
Financial planning shouldn’t mean constantly checking your accounts, watching the markets or wondering if you’re doing enough.⁠
⁠
A good plan gives your money direction.⁠
⁠
It means knowing what you’re working toward, having strategies in place and making adjustments when life changes, without feeling like your finances need your attention every single day.⁠
⁠
There will always be things we can’t predict. Markets change. Careers change. Families change. Priorities change.⁠
⁠
But having a thoughtful financial plan in place can give you something incredibly valuable: clarity about what you can control.⁠
⁠
Your finances should be part of your life, not something that consumes it.⁠
⁠
Make the plan. Check in on it. Adjust when necessary.⁠
⁠
And then get back to living. 🤍

10/20/2026

Money and Beliefs⁠
⁠
What money beliefs do you have?⁠
⁠
Lots of times these will stem from your childhood. ⁠
How did your parents feel about money? ⁠
Was there stress in the household about finances, lots of fights about money?⁠
⁠
Take a moment and think about what your past experiences around money have been and if those stories are still true to you today OR do you need to change the narrative.⁠
⁠
It’s never too late to create a new money story.⁠
⁠
Saying things like” I GET to go to work” instead of” I HAVE to work”.⁠
⁠
Subtle changes in your language around money can make a big difference.⁠
⁠
Practice saying⁠
⁠
“Making money is easy”⁠
⁠
“I am a money magnet”⁠
⁠
Change your feelings around money from stress and pressure to what it represents to you; freedom, happiness and success.⁠
⁠
Let us know of any changes you see happening when you change your beliefs and start practicing new language around all things money.

10/15/2026

Happy Birthday to this Gem!⁠
⁠
Michelle is the life force behind our office, and we cherish her like the diamond she is!⁠
⁠
Today on her birthday, we are wishing her all the best things that she could wish for this year, and hoping she has the perfect day off celebrating!

10/12/2026

Happy Thanksgiving from all of us at Financial By Design. 🍂⁠
⁠
Today, we’re especially grateful for our wonderful clients, our community, and the trust you place in us throughout the year.⁠
⁠
Wishing you a beautiful Thanksgiving filled with good food, great company and plenty to be thankful for.⁠
⁠
From our FBD family to yours, Happy Thanksgiving! 🧡

10/07/2026

What am I reading lately? 📖⁠
⁠
Unreasonable Hospitality by Will Guidara - and this one has me thinking.⁠
⁠
At its heart, this book is about something incredibly simple: making people feel seen, valued and cared for.⁠
⁠
Will Guidara shares how going beyond what is expected - sometimes in surprisingly small ways - can turn an ordinary experience into something people remember.⁠
⁠
And while the stories come from the hospitality industry, the message applies to almost any business.⁠
⁠
Especially ours.⁠
⁠
Financial planning is obviously about numbers, strategies and making informed decisions. But behind every financial plan is a person. A family. A goal. A worry. A dream for the future.⁠
⁠
The reminder I’m taking from this book is that doing your job well is important - but how you make people feel while you’re doing it matters too.⁠
⁠
If you own a business, work with clients, lead a team or simply believe in taking really good care of people, I’d definitely recommend adding Unreasonable Hospitality to your reading list.⁠
⁠
Because exceptional service isn’t always about doing something big.⁠
⁠
Sometimes, it’s about caring enough to notice the little things. 🩵

10/05/2026

The numbers matter. But what you want those numbers to make possible matters even more. 🤍⁠
⁠
Financial planning is about more than account balances, investments and rates of return.⁠
⁠
It’s about the life behind those numbers.⁠
⁠
Maybe it’s having the freedom to retire when you’re ready. Helping your children get started. Travelling more. Buying the cottage. Starting a business. Working a little less. Or simply knowing that if life changes unexpectedly, you have options.⁠
⁠
Everyone’s version of financial success looks different, and that’s exactly why your financial plan should be personal to you.⁠
⁠
The numbers help us build the plan.⁠
⁠
But your life is the reason for it.

10/01/2026

Hello, October. 🍂⁠
⁠
A new month, a fresh season, and a little reminder that there’s still plenty of time to make meaningful progress on the goals you set for yourself this year.⁠
⁠
Small steps still count. Here’s to making October a good one. 🩵⁠
⁠
⁠
⁠
⁠
⁠
⁠
⁠

09/28/2026

Happy Birthday to me!!

I believe birthdays require celebration.
Too often we say, "it's not a big deal.... don't worry about my birthday". Believe me, I spent many years saying this exact sentence.

With age perhaps comes perspective and finding joy in things worth celebrating. It's important to show yourself some appreciation, after all you survived another trip around the sun!

Me, I'll be walking on the beach, having a slow coffee, meeting friends for lunch and spending time with family.

Can't think of a more perfect day!

Address

1315 Michigan Avenue
Sarnia, ON

Website

https://www.financialbydesign.com/

Alerts

Be the first to know and let us send you an email when Financial By Design Inc.- Jodi Dark, CFP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Want your business to be the top-listed accountant in Sarnia?