Financial Planning Services
Get fiduciary financial advice for a flat fee.
If you’re unsure where to invest your money every month and want to accelerate your path to financial security, a financial plan will unlock clarity.
Is a flat-fee financial plan right for you?
If you want to make the most of your high-earning years by investing money in the right places, a flat-fee financial plan is for you. We’ll invest your money in low-cost strategies that maximize long-term growth without an advisor taking a percentage fee every year.
$5,000 for couples. $3,000 for individuals.
Just imagine a life filled with:
- A Clear Action Plan: Receive clear steps on what accounts to contribute to and what investments to buy.
- Supported Major Life Decisions: Feel confident you’ve put enough money aside for important milestones, like early retirement, buying a home, or a career pause. We measure twice and cut once.
- Elevated Finances: What got you here won’t get you there. Make smart, informed financial decisions to reach the next level.
- Strategic Tax Coordination: The benefits of coordinated tax planning, ensuring you minimize tax liabilities while capitalizing on opportunities.
Let’s measure what’s financially possible and create a roadmap to make it happen.
How a flat-fee plan works
After our initial consultation, you’ll collect and securely submit your financial data. We’ll then embark on your financial planning journey, which includes four key meetings.
Meeting 1:
Define your vision & review initial financial projections.
Meeting 2:
Receive action item One-Pager & review refined projections.
Meeting 3:
Receive your in-depth written financial plan.
Meeting 4:
Together, we implement your strategy. No loose ends.
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)
What you’ll receive
4 dedicated meetings with a CFP over 3 months
Unlimited email support throughout the process
Analysis of where your money goes each month
Insurance recommendations from someone who doesn't sell it
Investment advice across accounts
Estimated retirement ages
A college savings strategy
Employee benefits review
Clear next steps & expert guidance without any mansplaining
I deliver advice-only financial planning for three big reasons
1. Women need & deserve high-qualify advice early
Younger women (and our families) are often neglected by traditional financial advisors, leaving us without guidance during the years we can make the most of it.
2. I give advice in the way I'd want to receive it
Research shows that buying and holding low-cost index funds outperforms active investment managers who charge a percentage of your assets.
3. I want to save you time, money, and energy
You shouldn’t need to read every book, watch every TikTok, or moonlight as a Certified Financial Planner to get ahead. Lean on me.