Financial independence for women
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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
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.
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.
Flat-Fee Financial Plan
Ready to unveil the path to financial freedom?
Over three months, we’ll build a personalized financial plan that targets your concerns head-on.
$3,000 for individuals. $5,000 for couples.
Ongoing Support
Optional upon completion of a flat-fee plan.
Includes one financial plan refresh per year, plus ongoing email support from a CFP for those questions that pop up along the way.
$2,000 annually.
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
“My wife and I came to Madi with the knowledge that we were already doing a lot of the right things financially, but we didn’t have confidence that we had a long-term sustainable plan for our money and investments. After consulting with her, Madi put together a plan that enabled us to increase our investment allocations to easily reach our retirement goals, while still maintaining our desired lifestyle. The modest investment we placed in Madi’s services quickly paid for itself and will pay dividends for a long time to come. Thank you Madi!”
– Chris (Google review, client, non-paid)
“Madi is a phenomenal financial planner. Working with my partner and I, she was easily able to get a handle on the wide variety of accounts and elements of our financial lives and formed a cohesive, easy-to-follow plan that helped us realize some concrete visions for the future. She also provided easy recommendations to help consolidate and simplify our accounts. The difference in how we think about our future now that we had an actual plan to help inform things is notable. Working with her is the best investment we could have made for our future. She’s great at explaining complicated financial things clearly, and is always happy to answer questions. We highly recommend her services!”
– Katy (Google review, client, non-paid)
“Madi is so helpful, knowledgeable, and professional! Madi thoroughly analyzed our family’s finances and created a straightforward action plan to make sure we’re hitting the goals we discussed with her. This was done over a series of meetings to make sure we covered everything that was important to us. We highly recommend her!”
– Gordon (Google review, client, non-paid)
“I can’t speak highly enough about Madi and her services. She is incredibly knowledgably, patient and trustworthy. I learned so much in my time with her and am so much more confident in my current and future financial health. She has built out an effective process to review, manage and update all aspects of your finances and gives you the tools and instructions to confidently move forward after her services are complete.”
– Laura (Google review, client, non-paid)
“Madi’s services are exactly what my husband and I were looking for in a financial advisor. The format of the engagement was simple to follow, thorough and educational. Madi designed a plan for us that fit our needs and goals, and is something that we can manage independently, which was important to us. My only wish is that we had contacted Madi sooner!”
– Kate (Google review, client, non-paid)
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