You Need Life Planning

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You need life planning.

“Up to a certain point, money will make you happier because it makes you less miserable.
Beyond that point, you need life planning.”

– David John Marotta

Discern your values. Plot out your dream. Align your finances.

Read our Life Planning articles here.

Photo taken by Belal Khan and used here under Flickr Creative Commons.

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We have no secret ingredient at Marotta Wealth Management. Instead, we openly and publicly publish our strategies as articles on our website.

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Follow Megan Russell:

Chief Operating Officer, CFP®, APMA®

Megan Russell has worked with Marotta Wealth Management most of her life. She loves to find ways to make the complexities of financial planning accessible to everyone. She is the author of over 800 financial articles and is known for her expertise on tax planning.