OUR PROVEN PROCESS
THE MARSHALL PLAN
Assessment
We need the whole team to be on the same page to kick off successfully. Here we explore the WHY behind your product─what do you want to create, what is your mission and goals and the market you want to match. This kind of deep-dive allows us to fully empathize with your challenge as our own. This is the only way to communicate a unique product story through design.
Engagement
Our advisors conduct a thorough information-gathering process encompassing assets, liabilities, investments, taxation, insurance, education, and other vital 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
Stategy Development
In formulating suitable means to achieve the client’s objectives, Marshall Wealth Management collaborates with the client’s existing advisors, including attorneys and CPAs, to communicate crucial information and ensure continuity in the planning effort. Our advisors employ financial modeling to develop and evaluate case design alternatives. They regularly meet with the client to discuss alternatives, explain options, and refine our understanding of priorities.
Implementation
Marshall Wealth Management not only provides advice but also ensures the implementation of the client’s decisions. We ensure your decisions are implemented effectively. We act as a "quarterback," coordinating with professionals such as accountants, lawyers, securities brokers, insurance companies, and banks to execute your plan.
Status Reports
Marshall Wealth Management provides clients with quarterly performance reports, annual meetings, and 24/7 access to their account information. We encourage open communication, inviting clients to reach out for guidance and advice whenever needed. We are your wealth management resource.
Step 1. Assessment
We need the whole team to be on the same page to kick off successfully. Here we explore the WHY behind your product─what do you want to create, what is your mission and goals and the market you want to match. This kind of deep-dive allows us to fully empathize with your challenge as our own. This is the only way to communicate a unique product story through design.
Step 2. Engagement
Our advisors conduct a thorough information-gathering process encompassing assets, liabilities, investments, taxation, insurance, education, and other vital 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
Step 3. Stategy Development
In formulating suitable means to achieve the client’s objectives, Marshall Wealth Management collaborates with the client’s existing advisors, including attorneys and CPAs, to communicate crucial information and ensure continuity in the planning effort. Our advisors employ financial modeling to develop and evaluate case design alternatives. They regularly meet with the client to discuss alternatives, explain options, and refine our understanding of priorities.
Step 4. Implementation
Marshall Wealth Management not only provides advice but also ensures the implementation of the client’s decisions. We ensure your decisions are implemented effectively. We act as a "quarterback," coordinating with professionals such as accountants, lawyers, securities brokers, insurance companies, and banks to execute your plan.
Step 5. Status Reports
Marshall Wealth Management provides clients with quarterly performance reports, annual meetings, and 24/7 access to their account information. We encourage open communication, inviting clients to reach out for guidance and advice whenever needed. We are your wealth management resource.
