Marilyn Morrissey

Career coach · Plymouth, WI · virtual

Credentials they list: LHH LHH_GCTE

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"Our Aim is to provide strategic wealth and tax planning that is right for you and your family." (in their words, on their website)

Services

ServiceWhat is includedPrice
Asset Management
You and your family (partner, spouse)		 Helping manage your financial assets using a prudent approach on request
Charitable Giving Helping clients gift assets or income to charitable organizations on request
Employee Benefits for Business Owners
Business owners		 Linking business success to employee benefits · Helping create satisfied employees through benefits on request
Executive Compensation for Business Owners
Business owners		 Creating incentive packages to retain key executives · Non-qualified Deferred Compensation Plan · Executive Bonus Plan · Split Dollar Life Insurance plans on request
Financial Planning for Business Owners
Business owners		 Financial planning to assess viability of business ideas and vision on request
Individual Securities
Individuals with excess funds and solid financial foundation		 Investment in stocks and bonds · Education on risks and rewards of securities on request
Retirement Planning
Individuals planning for retirement		 Personalized retirement goal discovery · Financial inventory analysis · Retirement plan development and implementation · Pension and benefit decision support · Ongoing retirement plan reviews on request
Small Business Retirement Plans
Small businesses with less than 100 employees		 Offering SEP and SIMPLE retirement plans · Less costly administration than 401(k) on request
Succession Planning for Business Owners
Business owners		 Planning for business succession beyond operational and marketing plans on request
Tax Planning Minimizing tax liabilities through prudent planning on request

As published on their website, read Sep 30, 2026.

How they compare

Computed by Callings from the prices and experience coaches publish. Not a rating.

Where they fit

StudentsEarlyMidManagerDirectorVP / C-suite
Resume and LinkedInnononononono
Interviews and offersyesyesyesyesyesyes
Job search strategyyesyesyesyesyesyes
Career direction and changeyesyesyesyesyesyes
Leadershipnononononono
Personal brandnononononono

How they work

Process
Discover retirement goals · Analyze current financial position · Develop retirement plan · Implement plan · Support pension and benefit decisions · Provide ongoing reviews

Do it yourself, or hire a coach?

Doing it yourselfUsually enough whenA coach earns the fee when
Interviews3 to 6 hours of practice out loud per interview process. Callings can prepare you for each job you track.Early rounds in a format you know.Final rounds, panels, a new kind of role, or you tend to freeze.
Job searchA target list, a weekly plan and steady outreach. Callings builds the weekly plan and tracks every application, free.Interviews are coming in.Three months without traction, or a senior search that runs on your network.
Career directionWeeks of reading and conversations about roles that fit. Callings can show your strengths and the pay for each role.You already have two or three target roles.You do not know what comes next, or you want structure and a formal assessment.

Times are our estimates. Try Callings.

Questions to ask before hiring

  1. What does it cost in total, and what is included? (no published price)
  2. What are your cancellation and refund terms? (no refund terms on their site)
  3. Which body issued your credential, and can I check it there? (credential listed)
  4. Who do you usually work with, and how long does a typical engagement last? (always worth asking)

What they publish

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