We think financial planning information should answer more of the questions we all have and be less complicated. Check out how we approach personal finance and what we’ve been up to through our video content

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How We Work With You

Take a closer look at what it’s like to work with Marshall.

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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.

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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.

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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.