About Jay Marshall, CFP®
A planner who has time for you, whatever the size of your account.
I help people who have begun to think about retirement get a clear, written plan, explained in plain words, with no pressure and no account minimum.
Why people work with me
What you can expect from me
I listen first
Fifteen years as a pastor and twenty as a dean taught me to hear what matters to you before talking numbers.
Plain answers
Knowledge is power. You’ll understand how your money works and why, not just what to sign.
No pressure, ever
I never sell anyone something they don’t need. You decide, in your own time.
Cost told up front
$250 an hour, and an estimate before we start.
My story: necessity made me a planner
As a young man without much money, I went looking for advice and found most advisors had little time for someone like me. So I taught myself.
I made my first mutual fund investment while I was still a graduate student, less than a month before the October 1987 crash. I learned early the value of not over-reacting when the markets move.
What started as a necessity became a calling. I earned the CFP® certification and began helping a small circle of clients. After years of managing my own portfolio, I stepped away from a long career in higher education and opened New Leaf Financial Planning.
I work with a wide range of people, but especially with those who have begun to think about their own retirement.
New Leaf exists so people get real attention, whatever the size of their account.
Money was never my only work. I served fifteen years as a pastor and Quaker minister. Then I led the Earlham School of Religion as its dean for twenty years, retiring in 2018. Those years shaped what I value and how I work with people: listening first, speaking plainly, and never selling anyone something they don’t need.
In my own words
About two minutes, in Jay’s own words.
Education and credentials
- CERTIFIED FINANCIAL PLANNER™ professional
- Religious Studies, Guilford College
- Master of Divinity and Ph.D. in Hebrew Bible and Ancient Near Eastern Studies, Duke University
- Financial planning certificate, North Carolina State University
Look up Jay’s CFP® certification on the CFP Board website.
Complimentary checklist
13 questions to answer before you retire
Social Security timing, pensions, which accounts to draw from first, health costs and who handles things if you can’t. The questions Jay would want you to have thought through, in plain words.
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Ready to turn over a new leaf?
Start with a conversation. It’s complimentary, it’s unhurried, and you’ll leave knowing whether a plan makes sense for you.
CFP® professional · No account minimum · Fees explained before you decide