Marsha McClary, MBA, CDFA

Founder, CEO and Financial Life Planner
ROI of Life
21660 W. Field Parkway #118
Deer Park, IL 60010
United States
Phone: (224) 210-5645
Training: EVOKE Life Planning Training Graduate more info

*Transitions including divorce, marriage, birth/family planning, instant blended family, career change and new wealth *Financial life planning

About My Practice
ROI of Life LLC is a Boutique Financial Life Planning & Coaching Firm providing aspiring women and their families a personalized CFO to build a prosperous & fulfilling life. ROI of Life specializes distinctively in supporting clients throughout transitions including divorce, marriage, birth, instant blended family, career change and new wealth with financial analysis & scenario planning. ROI of Life provides 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 & Investment Selection • Debt Strategy & Optimization • Financial insight to Insurance & Benefit Decisions • Financial Planning for Divorce, Marriage, College, Career, New Wealth, Family Planning • Financial Independence/Retirement Planning • Project Evaluations (examples: home purchases, cash vs. mortgage, build vs. buy) • Financial Consultations & 2nd Opinions • Tax Planning

About Marsha McClary
Marsha is a seasoned business and financial expert earning an MBA from the elite Kellogg School of Management at Northwestern University for Finance, Strategy and Marketing. She also holds a BA undergraduate from Indiana University Kelly School of Business concentrating in Accounting & Computer Information Systems. Marsha brings over 25 years of experience planning, management and analysis both in business and personally through her executive roles, family office and volunteer work. She is also a Certified Divorce Financial Analyst™ (CDFA™), has passed the Series 65 and Illinois Certified Public Accounting (CPA) exam. Marsha lives in the Chicago suburbs and enjoys travel, investing, live music, and coaching her kids to reach their goals & dreams.

Ideal Clients
*Client desires a holistic, unbiased personal CFO *Primarily virtual sessions with exceptions for Chicago area or signature service packages in the United States *Women executives, directors and business owners and their families

Fee-only: Planning and project fees, assets under advisement, hourly