Beth Marshall is inspired to serve others by helping them learn how to proactively manage their financial lives. In Beth’s 15 years of professional experience, she has served as an auditor, an executive business advisor and consultant, an organizational change agent, and a financial independence advocate which all blends together to offer a unique and diverse perspective and approach to her work in the financial literacy arena.
Beth’s passion is to work with busy, successful and self-motivated professionals to shift them out of financial overwhelm and onto a path of financial independence. With a uniquely-blended coaching style that offers accountability, compassion, and insightful wisdom based on her varied life experiences, Beth uses a proprietary 7-step system to guide her clients toward better financial clarity and choice while transitioning them from financially stressed to financially skilled. Beth believes that it is a divinely human right to be able to understand your finances, and that everyone can be financially successful if they are willing to learn.
Beth is dedicated to financially empowering as many people as possible while guiding her clients toward a life of financial peace. She is an alumnus of Boston College and Bentley University, and she is also a Pilates enthusiast and an aunt to two beautiful nephews with whom she enjoys spending time.
- Certified Public Accountant (Rhode Island)
- Masters in Business Administration
- Certified Money Breakthrough Method Coach
- Certified Coach (Certified Coaches Federation)