Comprehensive Financial Planning

Comprehensive financial planning allows you to create a detailed plan for your financial future by taking stock of your current situation, assets, debts, and goals. The advisors at Scott Marsh Financial can be your guide as you take control of your whole financial life and help you create a legacy of prosperity through comprehensive financial planning. 

When you take your whole financial life into account, you gain perspective on your financial goals and a plan to make them a reality. Because comprehensive financial planning incorporates all of the planning disciplines that impact your financial life, you’ll have the best chance of reaching your financial goals. 

We deploy behavioral finance into our financial planning process. What does this mean to you?  We help you better understand how simple, day-to-day decisions, can impact your financial well-being, both in the short and long run.  Once you better understand this premise, we can help guide you through better short and long-term decisions that can impact your ability to achieve various goals you create for yourself and your family for years to come. 

We’ll update your financial plan annually to account for changes in current circumstances, goals, and tolerance for risk. Our approach focuses on helping you put enough wealth away to live comfortably in your retirement years and save enough money to leave behind for loved ones.

Complimentary eBook: Donor-Advised Funds

Learn how donor-advised funds could help you save thousands in taxes.

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