Madison Sharick, CFA, CFP®
Financial Planner
The Hour
- Pregúntale a un asesor financiero lo que quieras sobre inversiones en una hora
- Sin comisiones, productos ni discurso de ventas
The Plan
- Un programa de 8 semanas para lograr un plan estratégico de tu vida financiera
- Obtén un plan financiero de más de 8 páginas
- $0 ahora; paga después de tu primera reunión
The Ongoing
- Apoyo continuo y responsabilidad cuando lo necesites
- Videollamadas trimestrales y correos ilimitados
- Revisión financiera anual de 2 páginas
Acerca de Madison
Biografía
Hi, I'm Madi! 👋 In 2022, I left corporate America after reaching Coast FI and having my first daughter. It was one of the best decisions I've ever made. I spent the decade before that as an investment analyst and financial planner, building the technical foundation I now bring to clients. I'm a CFA and CFP®, so you're getting real expertise, not just unbridled enthusiasm. 😊 I love working with female financial decision-makers, DIY investors who want a second set of eyes, and anyone who wants to retire early and restart a life that feels true to you. I know firsthand what it takes to reach Coast FI and what life looks like on the other side. Above all, I'd describe my philosophy as this: I give financial advice in the way I'd want to receive it.
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Me gusta trabajar con
Lo personal
I like to joke that I'm 50% mom and 50% finance bro, but there's so much more to life than that! When I'm not building financial plans, I'm eating cherry tomatoes in the garden with my kids, drinking too much coffee, or chasing a faster half marathon time. I like to read and write and consider myself to be an unapologetic feminist. One could say I like to get after it.
Educación y designaciones
Experiencia
Reseñas
Los clientes dicen
Los reseñadores mencionan
- Retirement Planning
- Early Retirement And FIRE Planning
- Investment Strategy
- Portfolio Design
- Asset Allocation
- Portfolio Rebalancing
- Tax Planning
- Roth Conversions
- Retirement Account Planning
- College Savings And 529 Plans
- Equity Compensation
- Debt Payoff
- Knowledgeable
- Thorough
- Clear
- Organized
- Prepared
- Efficient
- Approachable
- Patient
- Kind
- Thoughtful
- Professional
- Practical
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Far exceeded expectations
Madi wowed me in our meeting and after with the amount of content she was able to get us through, the detailed and clear guidance she provided, and the incredible clear follow up after the meeting. I entered the call feeling unsure about how to manage my investments, think about retirement etc and left with a clear and actionable plan that I am already putting into place - with some additional guidance from Madi after the session that has been very helpful as I try to simplify my portfolio. Best experience I have had with any finance professional. I couldn’t recommend Madi more highly!
Excellent advice and very easy to work with
Madison was great, she answered all our questions and helped us map out our FIRE projections. She was knowledgeable with every topic we asked about and I felt confident that she knew her stuff. She was also accommodating and easy to talk to. We 100% feel like we're on the right track now. Highly recommend!
Knowledgeable, Prepared, trusted advisor
Madison was well-prepared for our discussion, having reviewed everything I shared in my client portal. She understood my goals and confidently advised me on how to rebalance my portfolio and treat cash reserves. I felt comfortable with Madison and with her advice.
Above & beyond!
Madi is phenomenal! Not only is she super knowledgeable, but she is also super-organized. She goes absolutely above & beyond in her after-session notes with clear summaries and links /instructions for next steps. I feel very confident implementing my financial plan with Madi’s help.
Excellent and Approachable
In one hour, Madison addressed my biggest questions and concerns in an approachable manner. She collaborated with me to articulate a path forward to managing my investments that fits me really well and provided uncomplicated guidance. Highly recommend!
Madison exceeded our expectations. She was prep...
Madison exceeded our expectations. She was prepared, and used our time together to address all the questions we had lined up. I would not hesitate to use her again in the future.
Productive meeting
My husband and I met with Madison to get a sense of how we're doing financially - especially given that we recently went down to one income and would like to grow our family. I appreciate how prepared Madison was, her ability to calibrate her responses to match where we are and most importantly her advice! We're fairly dialed in and I appreciate she brought new ideas we hadn't considered. Highly recommend!
Amazing
Madison is really good at identifying gaps in my investment plan, and she gives me a fine tuned, tax efficient comprehensive plan to make adjustments, while giving me confidence in what I’ve been doing so far.
Very knowledgeable. Very succinct in her commu...
Very knowledgeable. Very succinct in her communications and recommendations. She is patient with customer questions and thorough. Helpful with useful links and next steps.
I had a one-hour advising session with Madison ...
I had a one-hour advising session with Madison where we were able to cover the the many moving pieces of my somewhat complicated financial situation: leaving my AUM advisor, ACA credits, investment and withdrawal strategies, retirement feasibility, upcoming move to another state, losing my spouse and now being single. Madison was very easy to talk to and we had a productive session. She was able to provide great insights and gave me an actionable follow up. I now have the confidence that my plans are solid and am ready to move forward. That is priceless!
Preguntas frecuentes
The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.
The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).
The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.
The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.