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How We Work With You
Take a closer look at what it’s like to work with Marshall.
Meet your Professional at Marshall
You’ll work virtually one-on-one with your CERTIFIED FINANCIAL PLANNER professional–the highest possible certification–and go into detail about your full financial life story to surface what matters most to you.
Build a Plan and Put it Into Action
You’ll work with your professional to establish a strong foundation, reveal choices you didn’t know you had, and ensure you’re making the right ones. We’ll also work with you to execute your plan.
Nurture Your Plan
Since your financial plan needs to keep evolving based on what’s changing in the world and in your life, we meet with you quarterly (on average). Your professional is also available to you when questions arise.