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We work hand in hand with you, on your own secure financial web page!

Financial Planning

Financial planning starts with a series of meetings to determine your financial goals — and how we can help you meet them. Communication is a critical part of our entire process.


Meeting 1 We will discuss your goals ,needs and priorities. Discuss how we can meet your needs and a fee estimate. You should then have all the information you need to make an informed decision to move forward or not.


Meeting 2 We will go over all your financial documents with you to make sure we have all the information needed to start your plan. After this meeting we start projecting your financial future. This includes analyzing your current financial resources and consideration of other options that maybe be suitable for you and develop a written plan of action.


Meeting 3 involves going over that initial plan, clearly explaining where your finances are and what options you may have for the future. Together, we decide whether to move forward with the plan or edit it to meet your needs and desires. Remember, this is your plan.

Once we agree on a plan, we provide a prioritized to-do list for you and for us. We discuss the best means of communication between us and how often your plan should be reviewed. As your life changes, so will your financial plan. Together, we will keep your plan focused on achieving your dreams.

Other Services:

  • Insurance Planning

  • Charitable Gifting Plans

Mr. Marshall  CPA, CFP® is uniquely qualified to offer solid sound guidance in all areas. He has over 35 years of experience in advising clients in these matters.  He will suggest other trusted professionals to help in any needed area’s outside of his professional licenses.  The professional team approach is important to everyone, small and large. We will work with your other professional advisors to find a solution that works best for you.

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