Franklyn Marshall

Helping individuals, families & business owners create structure around their finances, protection, and long-term goals.

1-On-1 Private Strategy Session

Personalized strategy meeting focused on critical wealth building, investing, business structure, and long term financial direction for the next 5-20 Years.


Designed for Professionals, Couples, Self-employed Individuals, and business owners looking for immense clarity

  • 90m

  • 1

Family Planning meeting

This meeting is designed for families and new parents looking for more financial clarity and structure.

Common topics we go over include:

• budgeting & cash flow
• understanding RESPs & maximizing government grants(Free government money)
• protecting your family with life insurance
• investing & long-term planning
• income protection & future goals

  • 60m

  • 1

Complimentary Check in

A complimentary 20-30 minute meeting to review your current financial structure, goals, savings, protection, and future planning.

Designed for young professionals, families, and business owners looking to build stronger financial direction and clarity.

  • 45m

  • 1

Franklyn Marshall | Cal.com