Marsha McClary

MBA, CDFA®, CPA

ROI of Life™

Founder, CEO, Financial Life Planner

Marsha McClary

MBA, CDFA®, CPA

ROI of Life™

Founder, CEO, Financial Life Planner

As a fee-only financial planner, my focus is to offer objective and practical financial advice through our ongoing Personal CFO Prosperity Planner service or specialty services such as divorce advisory, 2nd opinions and business consulting. - Marsha McClary, MBA, CDFA®, CPA

Fee-only financial planner located in the Chicago area serving clients locally and virtually across the country including support for divorce, career change, family planning, business planning and major life transitions.

Marsha McClary is a fee-only financial planner. ROI of Life provides objective financial life planning and coaching to help women executives, directors and business owners and their families organize, grow and protect their assets through life’s transitions.  ROI is uniquely experienced to provide divorce, single parent, blended family and business financial advice as part of our services.  As a fee-only, fiduciary, and independent financial advisor, Marsha McClary is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Marsha McClary is a seasoned business and financial expert earning an MBA from the elite top-rated 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 a Certified Divorce Financial Analyst® (CDFA®) and has passed the Illinois Certified Public Accounting (CPA) exam.  Marsha lives in the Chicago suburbs and enjoys travel, investing, water sports, and coaching her children to reach their goals & dreams.

Marsha McClary is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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 & Selection
  • Debt Strategy & Optimization
  • Financial insight into 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

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Divorce Advisory Services
  • Prenup and Postnup Financial Advice
  • 2nd Opinions/CFO Consult
  • Goal Planning
  • Business Consulting
  • Investment Management

Ideal Clients

  • Women Business Owners and Executives
  • Growing Families
  • Divorce
  • Single Parents
  • Blended Family
  • Sudden Money Situations

Working Together

  • Virtual Meetings
  • In-Office Meetings
  • Complimentary Initial Consultation
  • Clearly Defined Fees
  • No Product Sales
  • Online Portal and Vault

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Marsha McClary is a NAPFA Associate Member

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • XY Planning Network
    Marsha McClary is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

  • Divorce Financial Analyst
    Marsha McClary is a Certified Divorce Financial Analyst® (CDFA®)

    A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. A CDFA® can take on many roles in the divorce process: Financial Expertise and Strategy, Data Collection and Analysis, Expert Presenter and Litigation Support. In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings.

  • Kinder Institute
    Marsha McClary Has Received Training at the The Kinder Institute of Life Planning

    The Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.

Contact Marsha McClary

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Office Locations:

  • 21660 W. Field Parkway
    #118
    Deer Park, IL 60010

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