The Starter Plan

Digital Course & Starter Financial Plan

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If you’re unsure where to invest your money every month and have concerns about your family’s financial future, the digital course and starter financial plan will unlock financial clarity.

Is the Starter Plan right for you?

It’s perfect for young families that earn a good income but find it challenging to get ahead financially and for employees of companies with straightforward financial situations who earn predictable income.

$2,500 for individuals and couples.

Just imagine a life filled with

  • A Clear Action Plan: Receive clear steps to manage your money effectively.
  • In-depth Understanding: Learn the “why” behind good financial choices.
  • Elevated Finances: Make smart, informed financial decisions to reach the “next level.”
  • Improved Family Communication: Enhance money discussions within your family.
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With the right guidance & expertise, you’ll be empowered to take the reins of your family’s finances

How it works

After our initial consultation, you’ll embark on your financial journey with the Starter Plan Package, which includes four key meetings and the self-paced course for independent learning.

Meeting 1:

Define your vision and get organized.

Meeting 2:

Explore possibilities and brainstorm strategies.

Meeting 3:

Receive your personalized financial plan.

Meeting 4:

Put your plan into action and execute your strategy.

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)

What you’ll receive

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4 dedicated meetings with a CFP over 1 month

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A digital course: The Family Financial Planning Masterclass

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A snapshot of your assets & liabilities in one place

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Family investment portfolio recommendations

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Income & expense breakdown

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College savings analysis

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Employee benefits review

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Life insurance analysis

The Family Financial Planning Masterclass

When paired with the Starter Financial Plan, the Masterclass is a self-paced digital course that gives you a deeper level of understanding behind my expert recommendations. It includes nine core lessons that will take you from beginner to advanced.

madison sharick

The curriculum:

1. Is my family ready to invest?

Learn how to create an emergency fund and when to pay off debt (or not) before you begin investing.

2. Investing basics
We’ll demystify common investing jargon and clarify the basics, like the definitions of stocks, bonds, and ETFs.
3. Becoming a successful long-term investor
Long-term stock market trends are much less scary than the media has led you to believe. This module explains how to use this knowledge to your advantage.
4. Picking the right type of investment account
401(k)! IRA! HSA! WTF? IDK! Learn when to use what type of account to minimize taxes and maximize long-term growth.
5. Building your portfolio
This module explains how to build a diversified, low-maintenance investment portfolio of low-cost index funds.
6. Being smart about investment taxes
Simple, intelligent strategies that anyone can follow to reduce your tax bill by thousands per year, now and in the future.
7. Investing for your kids
What are the best investment accounts for your kids, and how much should you be squirreling away for college?
8. Life insurance
Determine how much and what kind of life insurance you need.
9. Estate planning essentials
If you’re a parent, not having an estate plan puts your family at risk. Learn what an estate plan includes and how to get one.

Clear next steps & expert guidance without any mansplaining

I created the Starter Plan Package for three big reasons

1. There’s nothing else out there like this

Busy moms with young families are often neglected by traditional financial planners, leaving them without tailored guidance for their unique needs.

2. Comparable solutions were too basic or too complicated

I wanted to deliver a program that offered fundamental financial concepts that could be applied now and easily revisited as your family evolves.

3. I want to save you time, money, and energy

You shouldn’t need to read every book, watch every TikTok, or become a Certified Financial Planner like I did to access these powerful tools!

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