Financial independence for women

Achieve peace of mind with expert guidance for female financial decision-makers

 

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Accelerate your path to financial freedom with flat-fee financial planning

Maybe you catch yourself worrying if you’re making the most of your finances, especially while juggling the demands of your career, kids, and partner.

You might lose sleep because you’re missing out on ‘smart money moves’ while your investments still have time to grow. At a deeper level, you wish you were more on top of things, like putting enough money in the right places for that career pause or your dream home.

I can help with that.

Create a solid financial game plan and stop winging big financial decisions

Choose confidently
Get the knowledge and help you need to make informed financial decisions.

Level up financially
Build a bright future that works for your family, one financial step at a time.

Decrease stress
Breathe easy. Let’s smooth those money worries and get you peace of mind.

50% mom, 50% finance bro, 100% in your corner

I created Madi Manages Money using what I’ve learned working as an investment analyst and financial planner over the past decade. What gave me the courage to step away from my corporate job was reaching the financial independence milestone of Coast FI. 

I’m proud to hold both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. Unlike most money experts you find on TikTok, I’ve made investment decisions with billions of dollars at my day job and have real-life experience with FI/RE.

CFA

Chartered Financial Analyst

CFP

Certified Financial Planner

10+

Years in financial services

Start your journey to financial peace of mind

Say goodbye to financial FOMO, and imagine a life where you confidently make decisions to secure your financial future.

Starter Plan

Ready to conquer your financial worries?

Join our one-month program for a personalized financial plan that targets your concerns head-on. Unveil the path to financial peace of mind.

$2,500 for individuals & couples.

Learn more

Comprehensive Plan

Transform your financial future with our in-depth program.

Access six months of custom guidance from a CFP. We’ll tackle pressing concerns head-on while leaving no stone unturned.

$6,000 for individuals. $8,500 for couples.

Learn more

Low-cost index funds & tax-efficient strategies are kind of my jam

Steps to success

Schedule a call

We’ll meet to assess your current financial position, needs, and goals.

Build your plan

Gather your financial data and see it transformed into a customized, yet simple, financial plan.

Take control of your finances

Implement efficient, low-maintenance strategies to put your financial success on autopilot.

Testimonials

What my clients say


“I would recommend Madi to other young families, who are ready to start preparing for their long-term financial security!”

– Meghin (non-paid, non-client)


“Taking Madi’s course puts your “forever” strategy in place so you can focus on the million other things on your to-do list!”

– Ali (non-paid, non-client)

madison sharick

Create a future filled
with financial freedom

Get ready to:

  • Achieve financial independence & retire early 
  • Balance investing with living your life today
  • Minimize stress around money management
  • Become a financial role model for your children
  • Invest wisely for long-term financial security