Our advisors feel the first and most important aspect of your plan is the initial assessment of your current financial situation. The assessment meeting is the time to transfer open thoughts, opinions, experiences, and ideas. We love to listen. Each client has their own specific needs, preferences, and concerns that require a financial plan, unique in design.

Our advisors’ engage in a process that gathers information about assets, liabilities, investments, taxation, insurance, education and other pertinent data… Along with goals, objectives, fears, hopes, and dreams.

The engagement includes:

• Situation analysis
• Statement of client’s objectives
• Strategic issues and opportunities
• Recommended scope of work and approach
• Our fee

In formulating appropriate means of helping to achieve the client’s objectives, Marshall Wealth Management works with our client’s existing advisors including attorneys and CPA’s to communicate pertinent information and continuity to the planning effort. Our advisors use financial modeling to develop and evaluate case design alternatives. They meet with the client regularly to discuss alternatives, explain options and refine our understanding of priorities.

Marshall Wealth Management does more than give advice. Our advisors make sure the client’s decisions are implemented. We work as a “quarterback” with all parties to coordinate implementation. This might include work with any combination of professionals, such as accountants, lawyers, securities brokerage firms, insurance companies, and banks.

Seeing to the implementation of decisions has been cited by clients as one of the most helpful and timesaving aspects of our services.

Marshall Wealth Management provides clients with quarterly performance reports, annual meetings and 24/7 access to your account information. The communication between advisor and client is a 2-way street. We highly encourage our clients to reach out to advisors for guidance and advice when needed. We are your wealth management resource.