Private Planning

Sherry offers a limited number of private, fee-only financial planning engagements.

What’s Included:

Discovery and documentation of your financial state

Comprehensive Financial Planning Model 

Individualized, 24-month cashflow management plan

Individualized investment plan with execution assistance or referral to a credentialed financial advisor or group 

Individualized insurance plan with execution assistance or referral to a credentialed individual/team

Individualized Social Security/Medicare/Wealth Distribution plan

Basic estate planning/philanthropic guidance and a referral to a credentialed individual/team

(Optional) Private Equity/Venture/Angel investing education and Alternative Asset Platform setup

(Optional) Ex-pat banking/brokerage setup

(Optional) Family frailty/elder planning for yourself and your parents

(Optional) Jump start planning for your emerging adults

Fee: $10,000 (12 months) 

Contact Sherry

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 while ensuring you are an educated consumer. This will save you a lot of money. In this respect, she is your Financial Advisor.

    During the course of the engagement, Sherry will act in a fiduciary capacity with respect to your plan.

  • 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.

    Contact Sherry directly to discuss a limited scope fee-only engagement.

  • The financial planning domain includes some prescriptive elements Sherry follows to the letter.

    There are other elements of life that are unique to women in their 50s and beyond. These elements are not part of the traditional financial planning domain—yet. Women’s stories, planning challenges and priorities are finding their way into the current literature. Sherry connects with her clients/members because she is one of them.

  • Fee-only planning costs $10,000 per year. Contact Sherry directly if you have need of a custom or limited scope engagement.

    Annual membership in Madrina Molly 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.