Flat-Fee, Fiduciary, & Female
For female financial decision-makers who just want advice
I help women get time back with their families with clear, simple financial plans.
We came of age in a world that put the burden on us to figure it all out financially without the requisite skills. We feel ashamed for not knowing something it seems like everyone should. (Yes, the mitochondria is the powerhouse of the cell. No, I don’t know how to use an IRA.)
Now, we’re raising kids, stressed out, and feel like we’re winging it. We’re earning good incomes but know we’re missing out on financial opportunities, especially investing.
It’s time to create a roadmap to level up financially while our money still has time to grow – not just for our retirement, but to get time back now.
I don’t earn commissions or sell any products. Pay for independent financial advice and nothing else.
What you can expect from me
Integrity
Pursuing designations like CFA & CFP shows my commitment to high professional standards.
Authenticity
Being my true self empowers others, especially other women seeking advice.
Simplicity
The financial industry overcomplicates matters; straightforward strategies are what move the needle.
Balance
I believe in striking a balance between investing for the future with living a full life today.
Testimonials
What our 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)
Hi, I’m Madi
I created Madi Manages Money using what I’ve learned working as an investment analyst and financial planner over the past decade.
I’m proud to hold both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. Unlike most money “experts” you find online, I’ve made investment decisions with billions of dollars at my day job.
On a personal level, I reached the Coast FI/RE milestone before I gave birth to my first daughter. Financial planning has brought my family both tremendous flexibility and confidence in our future. It’s my mission to share that with other women.
Let me help you lead your family to financial success.
Madi 🙂