Your Financial Journey,
Made Simple and Personal.

Let’s create a financial plan that not only supports your goals
but gives you the confidence and peace of mind to enjoy the journey.

What Is Business Planning?

Business planning is about so much more than spreadsheets and numbers. It’s about creating a foundation for the future you’ve dreamed of—a future where your business thrives, your team feels secure, and you can focus on what matters most to you.

At Norumbega Financial, I make planning feel approachable and personal. Together, we’ll build a strategy that works for your business and fits your life. You’ll feel confident, supported, and ready to take on what’s next.

If you’re a business owner who wants to feel confident about your financial future, I’m here to help. Whether you’re planning for growth, preparing to sell or transition your business, or creating a retirement plan that supports both you and your team, you deserve a strategy that aligns with your goals and values.

Together, we’ll design a personalized plan that fits your unique needs, and I’ll be by your side every step of the way—helping you navigate big decisions, simplifying processes, and working alongside your payroll service or bookkeeper to handle the details. With clear guidance and a plan designed around what matters most to you, you can move forward knowing your business and future are on the right track.

Why Work with Norumbega Financial?
Here’s what you’ll experience when we work together:

  • Clarity: I’ll simplify the financial jargon so you understand your options and next steps.

  • Confidence: With a clear plan in place, you’ll feel prepared to handle whatever comes next.

  • Peace of Mind: I’ll be your partner, ensuring you’re supported every step of the way.

My clients often tell me how much they value my ability to turn overwhelming processes into something manageable and even exciting. You’ll feel cared for, listened to, and fully supported.

Benefits Of This Service

How It Works

Working with me is simple and personal:

  1. Discovery Call: We’ll have a relaxed conversation about your goals, dreams, and any concerns you have.

  2. Custom Plan Creation: I’ll design a strategy tailored to your business and your team.

  3. Implementation Support: We’ll work side-by-side to put your plan into action.

  4. Ongoing Partnership: I’ll stay connected, checking in regularly to make sure your plan evolves with your needs.

You’re never alone in this process.
I’ll be here to answer questions and provide guidance every step of the way.

Client Success Stories

  • “Before working with Marion, I felt so overwhelmed by everything I needed to do for my business. She took the time to listen and explain everything in a way that finally made sense. Now I feel confident and supported, and I’m able to focus on what I love most about my work.”

    – T.C.

    Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

  • “Marion has been such a gift to my business and my life. She made the process of planning feel approachable and even enjoyable! I’ve never felt more secure about my financial future.”

    – C.L.

    Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.

I’d love to help you feel the same.

Ready to Create Your Plan?


Let’s work together to build a financial plan that fits your business, your dreams, and your life. You deserve to feel confident and supported every step of the way.