The Starter Plan
Digital Course & Starter Financial Plan
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.
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.
Define your vision and get organized.
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
4 dedicated meetings with a CFP over 1 month
A digital course: The Family Financial Planning Masterclass
A snapshot of your assets & liabilities in one place
Family investment portfolio recommendations
Income & expense breakdown
College savings analysis
Employee benefits review
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.
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
3. Becoming a successful long-term investor
4. Picking the right type of investment account
5. Building your portfolio
6. Being smart about investment taxes
7. Investing for your kids
8. Life insurance
9. Estate planning essentials
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!