By Design Financial Planning is a fee-only financial planning firm based in Greensboro, North Carolina. It helps individuals and families organize their finances, make confident decisions, and build plans around the priorities that matter most to them. The firm works with mid-career professionals, families, and people approaching retirement who want coordinated guidance across key areas of their financial lives.

Its services include financial planning and investment management, with advice that brings together retirement planning, investments, taxes, cash flow, and major life decisions. By Design aims to make financial advice clear and practical, helping clients gain structure and confidence as they plan for the future. The firm also provides information about its services, fees, and approach so prospective clients can understand what to expect.

Clients work directly with Travis Ray, CFP®, a fee-only financial planner in Greensboro. By Design Financial Planning invites prospective clients to schedule an introductory call to explore whether its services are a good fit.