Individual Membership
Take control of your next chapter with clarity, confidence, and less stress
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.
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.
➜ 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 second 50 years—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.
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.
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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 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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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.