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


“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)

Madi Manages Money financial planning

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 🙂

Are you ready to stop feeling financial FOMO?

Follow me on Instagram for daily personal finance tips and the occasional toddler shenanigan.

@madimanagesmoney