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How We Work

Dream big, share confidently, and let us do the work

True wealth is about more than money.

It’s about peace of mind, security, confidence, freedom, and joy. It’s about great vacations and interesting hobbies, work you love, and the ability to help friends, family and favorite causes. We look forward to helping you get closer and closer…until one day, you are there. Let’s get there together…

What should you expect from your Marshall CFP® professional?

A whole lot of listening. Questions. More listening. And then some expert thoughts, suggestions and advice. It’s a collaborative process that’s focused on helping you achieve a life tailored to your very specific preferences.

STEP 1: Understand your whole picture with your financial advisor

Sit down with your CERTIFIED FINANCIAL PLANNER™ professional—to talk about your hopes, aspirations, and goals. Do you want to retire early? Travel often? Prepare for a secure future for a child with developmental issues? Or maybe start your third successful business without jeopardizing your estate? We want to hear it all.

Together, we’ll take a look at your complete financial picture. Typically, this includes:

  • Cash Flow Planning
  • Tax Planning and Minimization
  • Investment Planning
  • Risk Management / Insurance Planning
  • Retirement Planning / Financial Independence Planning
  • Investment Planning
  • Employee Benefit Planning
  • Stock Option and Equity-Based Compensation Analysis and Planning
  • Education Planning
  • Special Needs Planning
  • Estate Planning
  • Charitable Giving

For some people, there may be half a dozen additional issues—expected inheritance, international residence, partnerships, and so on. Many clients come to us with piles of paper inches thick, not really knowing where to start.

Not to worry: we do.

STEP 2: Review your financial management plan

Within a few weeks, we’ll be back to you with initial planning recommendations. We’ll show you, step by step, how it moves you towards your goals in a logical, comprehensive way. No jargon, no fancy footwork. We’ll explain anything you don’t understand, and make revisions as needed. It’s an ongoing conversation—a process, not a product. Over time, we’ll review and modify your plan 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.

STEP 3: Implement your financial plan

With your approval, your Marshall financial planning team will put 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 get stuck doing the legwork.

You retain complete control at all times. 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. We’re always here to answer questions or provide a sounding board for ideas and concerns.

Get Started

Financial confidence, control and freedom.

33 West Court St. Doylestown, Bucks County, PA 18901

Email: hello@marshallfinancial.com

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