Marsha McClary CDFA®, MBA


ROI of Life

21660 W Field Pkwy #118
Deer Park IL 60010

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2242105645

Marsha McClary is Founder and CEO of ROI of Life LLC, a Boutique Financial Life Planning & Coaching Firm providing aspiring women and couples 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.  Specialty services include supporting business owners and executives in understanding their company's financial landscape and how it may relate to personal goals and plans.

Marsha founded ROI of Life to provide independent advice flexibly around demanding schedules utilizing virtual meetings and online solutions.  ROI of Life offers the following services:

    • 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

Marsha 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.