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All services are fee based. Marshall Financial Solutions, LLC and our approved outside professional advisors earn no commissions.

financial forms

Our process starts with a free consultation

We discuss your needs and goals, and how we can help you achieve those goals. We need to work together for a successful outcome. After our initial consultation, you provide us with your complete financial information. We analyze your finances and prepare a written plan, discussing your options for achieving your goals and determining a livable budget. Then we set up your personalized financial portal to monitor your financial progress. This secure private website allows you to view your assets, debt, income and spending. We will guide you on assembling and entering data for accurate tracking far into the future.

We will:

  • Help you implement your customized plan through recommended services.


  • Consult with your other advisors to get your plan in motion.


  • Meet as needed to discuss your progress and make any adjustments to refine your plan. 

  • Continually review your progress as your goals evolve.

  • Provide annual tax returns prepared by our professionals. 

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