For Advisors

Support your clients, expand your services, and reclaim your time.

Advisors face a tough balance: wanting to give clients more support while managing time, compliance limitations, and practice profitability. That’s where this partnership comes in.

Whether you’re looking for a trusted resource to handhold existing clients or a reliable touchpoint for those not quite ready for full-service advising, Madrina Molly ™ can support your practice—without overstepping our role.

A group of five women engaged in conversation outside a glass building, smiling and interacting.

What’s Included:

➜Client-Ready Resources
Give clients access and instruction for their own plan—using the Boldin Planning Model—without burdening your paraplanning team.

➜ Personalized Support for Your Clients
Refer clients to a credentialed independent voice for answering their financial and longevity planning 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 self-directed tools and accounts.

Want to optimize your calendars by partnering for low-touch clients.

Need a reliable way to stay connected to future clients who do not yet fit your profile.

Value partnering with a trusted, female-led resource who understands the cohort.

Why it Works:

You have an obligation to run a profitable practice. That’s how you will better service your clients. Partnering allows you to offer them a great 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 clients’ assets nor provide financial products. She will act as an adjunct for your practice, keeping your prospects and clients in the family.

  • Sherry’s specialty is working in retirement and ‘next act’ planning for the cohort of women in their late 40s, 50s and 60s. These are the women who will control most of the wealth, but who feel unprepared.

    Sherry has both personal and professional experience in multi-generational planning. This is not as simple as estate planning. This is the Triple-decker Club Sandwich generation.

    Sherry has an FPA credential in elder planning and can be used as a facilitator or resource to augment your team.

  • Individual annual membership costs $379, about the cost of an hour of consulting with a CFP® Professional in practice.

    Contact Sherry to discuss a group rate or special contractual arrangement.

    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.