Overview - ROI of Life

What is ROI of Life?

ROI of Life™ is a fiduciary and fee-only financial planning and wealth management firm established to serve clients holistically and ethically in living their most prosperous life. We work virtually across the United States and locally near Barrington, Deer Park and the Chicago area.

The ROI of Life Vision

Improve lives through strategic planning, insights & advice to align & optimize financial outcomes.

We offer both project-based and longer-term ongoing offerings. With ongoing clients we prefer to work through a life plan containing goals and strategies ensuring the financial aspects are aligned. Like businesses we believe people should have a similar strategic planning framework, yet many do not. We specialize in partnering with clients throughout transitions including divorce, marriage, birth, instant blended family, new wealth, and career changes with financial analysis & scenario planning. Our skillset also provides the ability for business owners to consult about how their business decisions or performance may affect personal financial planning.

Top Three Values

Integrity: Strong ethics and transparency are #1 to our firm.
Honesty: We are here to provide what we believe to be the best advice for your situation regardless of potential difficulty in the conversation.
Objectivity:While even financial decisions can be very subjective at times, we use facts and analysis as the guide to advice.

Philosophies

Money is a tool
Don’t trip over dollars to pick up a few pennies
In terms of the glass being ‘half full vs half empty”. The glass will fill up with the right type of glass, table, and filled with the right things for your situation.
Resources like time, relationships, and health are often more limited than money can be.

Hi, I’m Marsha McClary, the Founder of ROI of Life. I’m blessed to be serving others as a financial thought leader, advisor and coach.

About Marsha

I have worn many “hats and shoes” in over 25+ years business experience across the financial services, technology and healthcare industries through several personal major life transitions. I can relate and walk along side most of our clients. Having started three businesses and selling one of them has been a great journey. Previously I served in leadership positions at a global pharmaceutical company with international travel and overnight meetings while raising small children. Most recently I founded ROI of Life. I’ve been divorced, a single parent, and have experience with a large blended family.

ROI of Life is a fiduciary and fee-only firm. Put simply, this means that we do not take commissions or have hidden fees and act in your best interest at all times.. We work with clients virtually across the United States and locally near Barrington, Deer Park and the Chicago area. I look forward to connecting .