Financial By Design Inc.- Jodi Dark, CFP

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Financial By Design Inc.- Jodi Dark, CFP

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 Investment Corporation. Insurance products are available through IPC Estate Services Inc. & PPI Management Inc.

06/24/2026

Why do I smile all the time?⁠
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It's simple.⁠
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I love the people I work with. I love our office environment. And I genuinely love working with our clients.⁠
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Every day, I have the opportunity to help people work toward their goals, celebrate their successes, and build plans for the future.⁠
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When you're surrounded by great people and doing work you truly enjoy, there's a lot to smile about. 😊⁠
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06/18/2026

In the age of AI, real knowledge still matters.⁠
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While technology can provide information in seconds, experience, education, and professional expertise remain invaluable when it comes to making important financial decisions.⁠
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Becoming a CFP® professional (like me) requires extensive education, rigorous standards, and ongoing continuing education every year to stay current with industry changes, regulations, and best practices.⁠
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Knowledge isn't just about what you know - it's about how you apply it to help people achieve their goals with confidence.⁠
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06/15/2026

Small, consistent actions repeated over time often have a greater impact than trying to make one big financial change overnight.⁠
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Whether it's saving regularly, reviewing your goals, managing debt, or investing for the future, progress comes from consistency.⁠
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Focus on the habits. The results will follow.⁠
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06/11/2026

When you sit down with us, it's like having a coffee with a friend. ☕️⁠
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A relaxed conversation about where you are today, where you'd like to go, and the progress you're making toward your financial goals.⁠
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We believe financial planning should feel approachable, comfortable, and personal - not intimidating.⁠
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And as an added bonus, you get to enjoy your coffee from these beautiful custom mugs created by local artist Lydia Nicholson . We absolutely love supporting talented local makers!⁠
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05/10/2026

Happy Mother’s Day to everyone celebrating today. Wishing you a wonderful day filled with love, laughter, and time with those who matter most. 💐

04/27/2026

Today we’re celebrating a very special birthday - happy birthday, Bonnie! 🎉⁠
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It’s hard to believe it’s been nearly a year since she retired from the Financial by Design team. While she may no longer be part of the day-to-day, we’re always so happy when she stops by to visit - often with her famous treats in hand.⁠
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Bonnie, your warmth, generosity, and incredible talent in the kitchen have left a lasting impression on all of us. It’s always such a joy to see your smiling face walk through the door.⁠
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Wishing you a wonderful birthday filled with everything you love - you truly deserve it. 💛⁠
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04/23/2026

It’s hard to believe it’s already been a year since we collaborated with Monika from to create our custom candles. 🕯️⁠
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Working with her was such a special experience - thoughtful, creative, and truly aligned with the heart behind what we do at Financial by Design.⁠
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Monika, you are incredibly talented and such a joy to work with. From the very beginning, your care and attention to detail made this collaboration feel effortless and meaningful.⁠
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We’re so grateful for the connection and the beautiful custom scents you created for us - still just as loved a year later. ✨

04/20/2026

Your goals deserve strategy - not guesswork.⁠
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It’s easy to have a vision for your life… the travel, the freedom, the milestones you want to reach. But turning those goals into reality takes more than intention - it takes a plan.⁠
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At Financial by Design, we believe clarity creates confidence. When you understand where you’re going and how to get there, every decision becomes more aligned, more intentional, and more impactful.⁠
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Because building the life you want shouldn’t feel uncertain. It should feel supported, structured, and fully within reach.⁠
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If you’ve been relying on guesswork, consider this your reminder - it’s never too late to create a strategy that truly supports your goals. ✨

04/13/2026

A gentle reminder… this is your invitation. ✨⁠
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The Lambton Women’s Leadership Conference is just around the corner, and there are still tickets available - but not for long.⁠
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Financial by Design is proud to once again sponsor this incredible event hosted by The Jean Collective - a day dedicated to connection, growth, and meaningful conversation.⁠
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📅 Saturday, April 18⁠
⏰ 9:30 AM – 3:00 PM⁠
📍 Four Points by Sheraton, Point Edward⁠
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If you’ve been thinking about attending, consider this your sign to say yes to yourself. Whether you’re looking to feel inspired, expand your network, or simply spend the day in a room full of like-minded women - this is where you want to be.⁠
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🎟️ Secure your ticket here:⁠
https://www.eventbrite.ca/e/lambton-womens-leadership-conference-tickets-1979489919636⁠
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We would absolutely love to see you there. 🩵⁠
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04/10/2026

Your money doesn’t define you - but how you manage it can absolutely transform you.⁠
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It’s not about where you’re starting from. It’s about the choices you make moving forward. The habits you build. The awareness you create. The confidence you step into.⁠
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At Financial by Design, we see it every day - when people begin to take control of their finances, everything shifts. Stress becomes clarity. Uncertainty becomes direction. And goals that once felt far away start to feel possible.⁠
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This isn’t just about numbers. It’s about creating a life that feels aligned, intentional, and truly yours.⁠
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What’s one small step you can take today to feel more in control? ✨⁠
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Address

1315 Michigan Avenue
Sarnia, ON

Website

https://www.financialbydesign.com/

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