When you’re on your way
Younger members of wealthy families need to learn the ropes early, before they’re responsible for management of a complex legacy. The goal of My Wealth Coach is simple—provide practical financial coaching, guidance and education so that you can do what you enjoy and define your own meaning of wealth.
Expert advice at your fingertips
On-point, on-time and online
Who it’s for: Adult children of Marshall Financial Group clients, who may not yet have substantial assets, but are preparing for a more complex financial future.
What it is: A practical, affordable way to help you manage your financial life. It’s an efficient hybrid of secure, convenient technology and expert, customized advice.
How it works: You'll aggregate your accounts in one secure portal where your Marshall WealthCoach can view it, but not manage it. You’ll discuss your goals (buying a house, paying down student loan debt, saving for that trip overseas, etc.). You’ll get a customized guide to action steps to take, and regular emails to help you stay on track. Have a question? Shoot over an e-mail and get a prompt response.
You will have the choice of one annual meeting or two brief semi-annual meetings to review your plan, tweak where necessary, set new goals- and get ready for another year of financial growth.