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Crafting personal finance solutions for the entrepreneurially-minded

Our Mission

Provide simple, fun, and doable financial education that helps entrepreneurially-minded business owners keep and control more of what they make every month, get their money working for them, increase their cash flow, reduce their risk and give them permission to use their money along the way.


Wealth Strategist

Rachel Marshall

Rachel grew up on a farm in rural Minnesota, read Robert Kiyosaki’s Rich Dad, Poor Dad in 8th grade, and developed a passion for owning a business and alternative investments, getting her money working for her, and being in control of her destiny. After working in the ministry for four years, completing a degree in Psychology and Business, and working in business and human resource management for three and a half years, Rachel launched Marshall’s Insurance and Financial Services in 2011. As she served her clients’ insurance and financial needs over several years, many of whom were business owners, she uncovered the greater need of knowing how to think to create true financial independence.


Rachel empowers her clients to maximize and control their money so that they can accomplish their dreams and live out their highest purpose. She believes that if you understand the short and long-term impacts of the financial choices you make, you’re better suited to make decisions that put you in control of your resources. She helps you discover money flowing out of your control, strategize ways to have more money flowing into your control so that the end result is that you have more money to retain and utilize during your lifetime, and more to pass on to future generations.


Rachel lives in Chesapeake, Virginia with her husband and 6-year-old daughter. She loves creating intentional quality time and experiences with her family. She is also a runner, health enthusiast, and an interested conversationalist.

(Kolbe: Fact Finder-3, Follow Through-2, Quick Start-9, Implementor-4)


Wealth Engineer

Lucas Marshall

Lucas served a short career with the Air Force, being released in 1999 when he challenged being a test subject for the Anthrax vaccine. He studied Computer Science but soon found a greater passion for understanding what wealth is and how it is created, as well as entrepreneurship.


It was Lucas’s logical thinking which started the Marshalls on a journey towards the wealth industry. He became increasingly aware that wealth is not created by just working a job, but by becoming a knowledgeable business owner and investor.


As a Wealth Engineer, he designs financial strategies for clients that will maximize the use of their money.


He is also the marketing and creative director and producer of The Money Advantage Podcast, making sure that all of the pieces are delivered to you with excellence.


He lives with his wife, Rachel, and their daughter. He is passionate about building a life of compassion and understanding.

(Kolbe: Fact Finder-9, Follow Through-6, Quick Start-3, Implementor-3)


Without Giving up Access to Cash