ROI of Life
21660 W. Field Parkway #118
Deer Park, IL 60010
Phone: (224) 210-5645
Training: EVOKE Life Planning Training Graduate more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
*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.
*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