ROI of Life™
www.roioflife.comROI of Life is a Boutique Financial Life Planning & Coaching Firm providing aspiring women and couples a personalized CFO to build a prosperous life. ROI of Life specializes in supporting clients throughout transitions including divorce (CDFA), marriage, birth, instant blended family, career change and new wealth with financial analysis & scenario planning. We are also uniquely skilled to provide business owners and executives coaching on business financial aspects and how they may affect personal finances. Marsha McClary founded ROI of Life to provide independent advice on a long-term horizon flexibly around demanding schedules utilizing virtual meetings and online solutions. ROI of Life offers the following services on a fee-only basis: • Financial Life Planning & Coaching • Goal & Cash Flow Analysis • Asset Allocations & Selection • Debt Strategy & Optimization • Financial insight to Insurance & Benefit Decisions • Financial Planning for Divorce, Marriage, College, Career, New Wealth, Family Planning • Retirement Planning • Project Evaluations (examples: home purchases, cash vs. mortgage, build vs. buy) • Financial Consultations & 2nd Opinions • Tax Planning
Read moreROI of Life is a Boutique Financial Life Planning & Coaching Firm providing aspiring women and couples a personalized CFO to build a prosperous life. ROI of Life specializes in supporting clients throughout transitions including divorce (CDFA), marriage, birth, instant blended family, career change and new wealth with financial analysis & scenario planning. We are also uniquely skilled to provide business owners and executives coaching on business financial aspects and how they may affect personal finances. Marsha McClary founded ROI of Life to provide independent advice on a long-term horizon flexibly around demanding schedules utilizing virtual meetings and online solutions. ROI of Life offers the following services on a fee-only basis: • Financial Life Planning & Coaching • Goal & Cash Flow Analysis • Asset Allocations & Selection • Debt Strategy & Optimization • Financial insight to Insurance & Benefit Decisions • Financial Planning for Divorce, Marriage, College, Career, New Wealth, Family Planning • Retirement Planning • Project Evaluations (examples: home purchases, cash vs. mortgage, build vs. buy) • Financial Consultations & 2nd Opinions • Tax Planning
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