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 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.
Puedo ayudarte con
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
- Investment Planning
- Portfolio Review
- Asset Allocation
- Portfolio Rebalancing
- Retirement Planning
- Early Retirement Planning
- FIRE Planning
- Coast FI Planning
- Tax Planning
- Roth Conversions
- Retirement Account Strategies
- College Savings
- Knowledgeable
- Prepared
- Thorough
- Organized
- Clear
- Direct
- Practical
- Patient
- Kind
- Compassionate
- Approachable
- Personable
Ordenar reseñas
Filtrar por tipo
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!
From Rudderless Savers to a Clear Roadmap
My wife and I had been diligent savers for most of our lives, but we often felt rudderless. We knew we were doing many of the “right” things financially, yet we did not have a clear sense of where we were headed or what the ultimate destination should be. That uncertainty came to a head when we decided to undertake a major construction project. We had no idea when, or even whether, we could comfortably move forward without jeopardizing our long-term retirement goals. After several weeks of researching and reading reviews of different CFPs, it became clear that Madison was the person we wanted to work with. Despite being in extremely high demand, Madison made time to help us first develop a strategy for the construction project and later create a comprehensive retirement plan. “The Plan” was incredibly detailed and gave us a clear, actionable roadmap for where we needed to go. More importantly, Madison’s calm, approachable, and genuinely cool personality gave us something we did not realize we needed: permission to move forward with confidence. She helped us understand that we were on the right track and that we could enjoy life today without constantly worrying about the future. We could not be happier with our experience working with Madison and look forward to a long-term relationship with her as a trusted source of financial guidance.
100% recommend
Our experience working with Madi was wonderful. We had a comprehensive conversation, where she asked about key financial goals and our current financial picture. She provided very helpful advice that we have already implemented. The entire time, we felt she listened to us and wanted to make sure we understood the ins and outs of her recommendations. Madi's follow-up email was excellent. It was organized, clear with specific guidance, and very thoughtful. She noticed that we preferred to invest in socially-responsible index funds and recommended investments following that same practice in her email, without us specifically requesting that. Working with Madi left us feeling confident and clear about what actions we'll take to support our financial future.
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.