Malissa Marshall, CFP®, Master’s in Taxation (MS Tax) Soaring Wealth, LLC.

About Malissa Marshall, CFP®, Master’s in Taxation (MS Tax), EA

I serve as a personal CFO for busy corporate executives who require advanced tax and financial planning and need a 360 degree perspective on your finances to make effective, goal-based decisions in the little time you have. While tax planning serves as the backbone, focusing through the tax lens alone is insufficient – it’s critical to step back and make sure that all aspects of your financial life are fully aligned to support your goals.

As a trusted advisor, I can provide actionable guidance to help you achieve your personal goals by helping you set priorities, explore alternatives, and understand potential unintended consequences, allowing you to make decisions with confidence. At this stage in your career, you are laser-focused on growing your wealth – it’s my job to help you protect and preserve it.

Services include:

– Creation of an initial, comprehensive financial plan based on your personal goals
– Two planning meetings per year (spring and fall)
– Portfolio management up to $250,000 (optional)
– Detailed tax projections and planning guidance
– Tax preparation (if elected)
– Additional funds can be managed at 0.5% management fee (paid quarterly)

Read Malissa’s blog here: https://www.soaring-wealth.com/blog

Contact this advisor

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Business Executives
  • Cross-border Planning
  • Equity Recipients (RS/RSU SOP ESPP)

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options:

  • Monthly Fee: $400+/mo
  • Hourly Fee: $350+/hr
  • Assets Under Management: 0.50%

SEC Records:

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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