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Soaring Wealth @ Hula

Hello!  I'm Malissa Marshall, CFP®, MS Tax, EA, and a member of the co-working community at Hula.  

 

I love meeting with fellow members for a chat over coffee, and will be holding office hours and presenting on advanced financial planning topics around equity compensation and cross-border situations – including key strategies for optimizing taxes.

Whom We Best Serve

  • Mid- to late career professionals who have more money than time, and want professional guidance to better manage their finances ​toward their unique goals and cash flow needs – while minimizing their taxes on multiple timelines (annual, lifetime & inter-generational).  

  • Professionals with complex, variable compensation structures – such as equity compensation and private equity investments.

  • US professionals who live abroad, or foreign nationals in the US, needing integrated financial and tax support sensitive to the needs of such cross-border situations.  Since starting this firm, I've worked with clients in or from: Australia, Canada, Colombia, Denmark, Ecuador, Finland, France, Germany, Iceland, India, Ireland, Norway, Qatar, Spain, Sweden, Switzerland, Thailand, and the UK.

  • Clients who are looking for fully integrated financial planning, investment management & tax preparation services, who are tired of trying to coordinate and translate between multiple professionals – yet still feel like their concerns aren't being completely addressed because there is no one individual who understands their full financial picture.

What We Do

  • Stage 1:  Crafting Your Roadmap for Success

Over the course of two meetings, we dive deeply into your financials, cash flows and goals in order to tailor a personalized strategy addressing your investments, taxes and estate planning – as well as other key areas that we uncover – woven together into a simple plan to help you move forward toward your goals with confidence.

  • Stage 2:  Ongoing, Year Round Support

For clients who want ongoing support to implement and monitor the plans we've co-developed – and adjust them in real time as life happens – we provide structured meetings in the Spring and at Year End with agendas customized to keep you on track, with additional support between meetings on an as-needed basis.

What Sets Us Apart

  • A decade of experience at a multi-national consulting firm working with executives in global mobility programs – most having various forms of equity compensation (RS/RSUs, NQSOs, ISOs, ESPPs, SSARs, etc.) – as well as partners in private equity and law firms and other high net worth individuals.

  • Combining the expertise of a CERTIFIED FINANCIAL PLANNER™ with a Master's degree in Taxation, and nearly two decades of experience as an IRS Enrolled Agent providing individual income tax return preparation and consulting services.

  • Committed to working with a select group of up to 80 clients to ensure deep, ongoing, personalized service.

Image by Ross Parmly


Want to meet 1:1?

Next Office Hours:
Thurs, May 30, 11:30-1:30pm @ Isthmus 311

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