Madison Sharick

Hi! I’m Madi.

This blog explains how I manage my own family’s 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 and #finfluencers you find on TikTok, I’ve made investment decisions with billions of dollars at my day job.

Everything changed when I gave birth to my daughter. Like you, I wanted to provide for her in every sense of the word, including financially.

It occurred to me that other moms feeling the same drive could use help acting on it, because it seems the parenting books forgot the chapter on what to do with your money.

My mission is to help you lead your family to financial success.

Madi 🙂

Madison Sharick, CFA, CFP

Connect with me on LinkedIn.