Written to Inspire

Your Life By Design won’t happen upon you accidentally, it’s up to you to pursue the life you dream of having. Our collection of original blog posts is designed to inspire and inform, and it is regularly updated with new additions.


Monique Marshall |

The goal of legacy planning is to ensure your plan is carried on through the next generation reflecting your passions and purpose for an everlasting impact

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Monique Marshall |

THE NEED FOR AN OVERALL PLAN

Although identifying tax opportunities on an annual basis is a good first step for tax preparedness, strategic tax planning

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Monique Marshall |

If there is anything worth investing in, it is that which is most important and most sought-after by you.

KNOWING YOUR LIFE GOALS

The first essential pass

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