Individual Membership
Take control of your next chapter with clarity, confidence, and less stress
Madrina Molly is not accepting new members at this time. Please stay tuned as we announce our new services.
If you’re navigating your 50s and 60s, you already know it’s a season of big questions and too much stress: Will you have saved enough to retire? Will you be able to stay in the work force or will you need to care for your parents? What if you’re caught in a corporate layoff? How do you organize distributions?
Membership gives you access to the answers to these questions and many more—some you haven’t even thought of yet. The good news is that there are tactics you can execute in your 50s and early 60s that will greatly benefit you in retirement. Sherry takes the time to explain it all to you.
Update: Many younger women ask me if this is an appropriate membership for them. And, you know what? It is. If you are sharp enough to want to plan for your future, Madrina Molly wants to help you get there.
What’s Included:
➜ Bi-Weekly Live Zoom Sessions
Each call will have a designated timely topic plus live Q&A.
➜ Private Email Access
Have a personal question about your finances or long-term goals? Send an email any time and get feedback and guidance directly from Sherry.
➜ Personalized Financial Planning Model
With help from the Boldin Financial Planning Model, you’ll build a plan that reflects your assumptions—not what an Advisor thinks you should do.
➜ Resource Archive and Mini Courses
Browse topics and mini courses curated to help you take practical action and gain clarity as your life evolves.
➜ Webinars and Mastermind Groups
Retirement Planning, Alternative Investments, Distribution, and Elder Planning.
➜ Madrina Molly’s Dividend Club
Our private passive income portfolio to fund your Forget-You Fund (or anything else you desire.)
➜ Assistance Setting up Self-Directed Retirement Accounts
Help navigating the electronic paperwork and moving parts of Private Investments
Who this is for:
This membership is for Women of a Certain Age(ncy) who
Have been saving and doing the right things, but need the strength of their convictions about money.
Are thinking about retirement, career changes, or starting something new.
Are feeling overwhelmed by financial complexity and are craving structure and support.
Are looking for best practices in financial management to navigate retirement planning.
Why it works:
There’s no one-size-fits-all solution for how to approach our 100 year lives—but there are better questions to ask, smarter tools to use, and a whole lot of power in having a credentialed professional to walk with you through your financial decisions.
Sherry doesn’t make you wrong. You could not know what you could not know. The information has changed too fast since you entered the workforce. Sherry will demystify and translate financial jargon and rules.
FAQs
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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. In this respect, she is your Financial Sherpa.
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 provide you with personal attention, answers to your questions, help you to create financial planning models, and teach you money mechanics. -
I’m including this in the FAQs because I get asked this all the time. Brilliant women (and men) who think, because they are founders, CEOs, CFOs, CMOs etc. that they should be able to figure this out without help.
I’ve answered questions for women founders who have already exited with an 8 and 9-digit net worth.
What they don’t have is confidence that they’re asking the right questions of the people who manage their money.
Financial shame and financial hubris are not far apart.
Some of them tell me that my membership is too inexpensive to be right for them. Fine. My fee-only planning charge is $10,000. Join Madrina Molly and I will invoice you the remaining $9,621 if it makes you feel better. ;-)
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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 demystify concepts your Advisor may use. And she’ll collaborate with you and your Advisor to do private investments or accounts your Advisor may be compliance-bound to avoid.
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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.
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I always assumed that younger women want to listen to younger women. I’m wrong. If you would like to join Madrina Molly® and believe you can benefit from access to Sherry’s wisdom, you are welcome at any age.
(You’re also welcome if you’re not, ahem, a woman!)
C’mon in!
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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, that’s a little more than half 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 education in money mechanics, when there are too few credentialed professionals available to help our cohort.
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I still take on select clients by mutual agreement.
My fee for a complete 1-year, fee-only engagement is $10,000. I will invoice you, directly, once we create a scope of engagement services outline.My consulting fee is $600/hr for ad hoc guidance.
Please reach out to me.