For Advisors
Support your clients, expand your services, and reclaim your time.
Advisors often face a tough balance: wanting to give clients more support while managing time, compliance limitations, and the emotional labor of hand-holding through big life transitions. That’s where this partnership comes in.
Whether you’re looking for a trusted resource to help educate clients or a reliable touchpoint for those not quite ready for full-service advising, we’re here to support your practice—without overstepping it.
What’s Included:
➜Client-Ready Resources
Give clients access to clear, actionable financial education and tools—including the Boldin Planning Model—without having to build it all yourself.
➜ Personalized Support for Your Clients
Refer clients to a trusted, independent voice for answering their longevity and financial questions—especially those who need more guidance than you can offer between meetings.
➜ Bridge the Gap
Use this partnership as a nurturing ground for prospects who aren’t ready to hire you yet, but need encouragement and education to get there.
Who is this for:
This collaboration is ideal for advisors who:
Are limited by compliance when it comes to offering certain self-directed tools.
Want to offload the emotional weight of ongoing client Q&A.
Need a reliable way to stay connected to future clients who are still in the “thinking phase”.
Value partnering with a trusted, female-led resource that understands midlife and longevity.
Why it Works:
Your clients want more than spreadsheets—they want to feel informed, heard, and confident. Partnering allows you to offer them that experience, while staying focused on the high-level planning only you can provide. It’s thoughtful, complementary support that extends your impact without overextending your calendar.
Contact Sherry For More Information
FAQs
-
Sherry is a former Wealth Manager who sold her financial planning practice in January 2024.
She will not manage your assets nor provide financial products. She will assist you to do these yourself or refer you to qualified professionals while ensuring you are an educated consumer. This will save you a lot of money.
Sherry believes that financial and longevity planning information should be accessible to everyone who wants it. But, because Financial Advisors are not all fiduciaries and those who are already have full calendars, it’s hard to find this information. And learning from finfluencers won’t cut it.
-
Sherry will work with you to provide guidance in areas of expertise your Advisor lacks or doesn’t have the ability to discuss. She’ll de-mystify concepts your Advisor may use. And she’ll collaborate with you and your Advisor to do private investments your Advisor may be compliance-bound to avoid.
-
Great question. If you are swimming in debt, under-employed, or unable to afford your lifestyle, you would be better served by financial coaching and debt eradication services.
Madrina Molly is for people who are able to afford themselves, want to learn how to optimize their nest egg, and are determined to learn how to set themselves up for greater success in their 50s and beyond.
-
There are a few answers to that. But a lot of the challenge is how fast financial best practice information has changed at precisely the time you were busiest living your life.
You would be forgiven if you did not know about all the financial instruments you should be using. If you are in your 50s or early 60s, you entered the workforce in the late 80s or early 90s. You've been busy with your career for 25 or 30 or 35 years.
How could you be expected to know about Roth IRAs if they weren't invented until 1999?
How could you be expected to know about HSAs if they weren't invented until 2003?
How could you be expected to know about Roth 401(k)s if they weren't invented until 2004?
How could you be expected to know about Roth Conversions if they weren't available to you until 2010?
How could you be expected to know that it's better for your kids to inherit Roth money if the stretch IRA didn't go away until 2020?
In addition, Federal Tax Brackets have changed at least twice since you went to work, rendering 20th Century wisdom useless.
It is unfair to make yourself responsible for knowing stuff that's not your job to know. You’re ready to learn it now. -
Annual membership costs $379, about the cost of an hour of consulting with a CFP® Professional in practice.
Sherry’s clients know that if they have one critical question answered they will save time, money, and a lot of stress.The broader goal is to deliver quality planning education, when there are too few credentialed professionals available to help our cohort.