The Experience

001It’s said that up to 80% of financial planning recommendations aren’t implemented. The problem is a process that is too complex
and impersonal.

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.

 

The non-financial pieces of the planning puzzle, ultimately, became the core of our financial plan. – Bill, age 66

002Using 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.

 

The depth really challenged us to search for answers and bring out what had been within us for many years.– Kathe, age 63

 

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.

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