Your Financial Journey,
Made Simple and Personal

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

What Is Personal Financial Planning?

Personal financial planning isn’t just about money; it’s about creating the life you’ve always wanted—a life filled with joy, purpose, and the freedom to focus on what matters most to you. At Norumbega Financial, I’m here to listen, to understand your story, and to help you build a financial plan that feels like it truly belongs to you. Together, we’ll take the overwhelming out of the equation and replace it with clarity, confidence, and the peace of mind that comes from knowing your values and goals are at the heart of every decision.

If you're ready to align your financial decisions with your values and dreams, I’m here to walk alongside you every step of the way. Whether you’re navigating a major life transition—growing your family, preparing for retirement, or building a lasting legacy—you deserve a plan that truly reflects who you are. Together, we’ll create a financial strategy that supports your daily life, prepares you for the future, and ensures your generosity leaves a meaningful impact. From crafting a plan as unique as your journey to offering ongoing support and guidance, I’ll make sure the process feels personal, empowering, and tailored to your needs. If this sounds like the kind of partnership you’ve been looking for, I’d be honored to help you bring your vision to life.

Benefits of This Service

Why Work with Norumbega Financial?

Here’s what makes this experience special:

  • Clarity You Can Trust: I’ll break down the complexities into simple, meaningful steps that help you feel confident and in control.

  • Confidence in Your Future: You’ll have a plan that reflects your goals, your values, and the things you care about most.

  • A Relationship That Feels Like Home: I’ll be here for you, not just as your financial planner but as a partner who genuinely cares about your success and well-being.

Clients often say that working together feels like a conversation with a trusted friend. Let’s make your financial journey one that brings you joy, clarity, and peace of mind.

How It Works

Here’s how we’ll bring your financial plan to life:

  1. Discovery Call: We’ll start with a friendly conversation to learn about your goals, values, dreams, and what matters most to you.

  2. Custom Plan Creation: I’ll design a plan that’s tailored to your unique life and aspirations.

  3. Step-by-Step Guidance: Together, we’ll put your plan into action, one step at a time, adjusting as life evolves.

  4. Ongoing Partnership: I’ll be here to check in, answer your questions, and ensure your plan continues to support your goals.

This isn’t just about finances—it’s about creating a future that feels right for you.

Client Success Stories

  • “Marion doesn’t just help with finances—she helps you feel at peace with your choices. From the first conversation, I felt understood and supported. She made everything so easy to follow, and I’m more confident about my future than ever before.”

    - J.R.

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

  • “After my husband passed away, I felt overwhelmed with all the financial decisions I suddenly had to make. Marion was there every step of the way. She had worked with my husband for years, and his trust in her made it easy for me to trust her, too. Now, I feel more confident about my financial future and know I have someone who genuinely cares.”

    - C.E.

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

  • Working with Marion feels like having a trusted friend who happens to be amazing at finances. She truly listened to what we wanted and helped us create a plan that fits perfectly with our life and dreams.”

    - D.B.

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

Your story could be next.

Ready to Build a Financial Plan That Feels Right for You?


Let’s create a plan that fits your values, supports your dreams,
and makes your financial future feel bright and achievable.