It’s said that up to 80% of financial planning recommendations aren’t implemented. The problem is a process that is too complex
The advisors at Marca Life Planning have over 40 years of professional experience in finance and healthcare. We have the right credentials. but that’s where similarities to other firms stop. We understand the motivation to achieve comes from making your plan personal. Our proprietary process starts with determining what you value and creating a vision for your life.
Using your vision to guide us, we build your plan around the goals you’ve always wanted to
reach. For some, that might be retiring
early to work on a personal mission, strengthening family relationships, starting a business, or traveling the world. We take the often perplexing world of personal finance and simplify it for our clients.
You’ll receive a personal roadmap with comprehensive and customized recommendations. But it doesn’t stop there. Do you remember that statistic from before? To combat the natural tendency for procrastination, we provide personal coaching to gain immediate and impactful outcomes with new levels of achievement.
If you’re ready to see a future without obstacles and take steps that can lead to the future you want, see what our programs can do for you.