Your true wealth is about much more than money.
It’s about peace of mind, security, confidence, and freedom. It’s about great vacations and interesting hobbies, a job you love, and the ability to help your friends, family and favorite causes. Enlarge to view the Marshall True Wealth model >>
Planning is a process, not a product
What to expect when you work with Marshall Financial
Understand your financial picture
We'll sit down together to hear about your goals and take a complete look at your financial picture. There's no judgment, just open dialog. Once we know you and your financial situation, your Marshall team (see box) gets to work on your plan.
Many heads are better than one
Your team will include 2 advisors, both Certified Financial Planners® and a paraplanner. View background on our planners
Review your plan
Together, we'll go through the initial plan step by step. We’ll show you—very specifically—how it moves you towards your goals in a logical, comprehensive way. We’ll explain anything you don’t understand, and make revisions as needed.
It's an ongoing conversation
Planning with Marshall is a process, not a product. We'll review and modify the plan over time to keep it fresh and current. We’ll suggest revisions as laws and opportunities change. We'll work with you to alter direction in light of changes in your life.
Implement
With your approval, your Marshall team puts the wheels in motion. If you wish (most do), we'll work directly with your accountant, attorney, banker, and other advisors to make everything happen, so you don’t have to do the legwork.
Complete control for complete peace of mind
You can check your accounts at any time, securely, online. Or just wait for your regularly scheduled update. Or, call any member of your team with questions or concerns. You retain complete control of your finances at all times, and we're always here to answer questions or provide a sounding board for ideas and concerns.
How to choose a financial planner
8 questions to ask us (and anyone else on your list)