Own Your Next Act

On YourTerms.

Madrina Molly™ is your partner in navigating the financial and personal transitions of midlife and beyond. Whether you're balancing caregiving responsibilities, contemplating career changes, or planning for a fulfilling retirement, our membership provides the tools, community, and expert guidance to help you take control of your financial future with confidence.

Why don’t they teach us this stuff?

Own Your Assumptions
Create and maintain your personalized Financial Planning Model, tailored to your unique goals, using the Boldin planner. It will guide you through creating your financial future, starting with when you plan to stop working, through when to claim your Social Security, and when to begin distribution. Remember, you have more runway than you think, and a model will reaffirm that you’re on the right track.

There’s So Much More to Financial Planning than Investments
Admittedly, investments are the sexy part of money that consumes all the available media oxygen.  But real financial planning includes defensive strategies, techniques for optimization, and tricks to have your money in the right place at the right time. Most advisors aren’t good at anything except figuring out how to make portfolios grow. (News flash:  They do that all by themselves over time.) We are not gatekeeping the good stuff any longer. Offense sells tickets; defense wins championships.

Longevity Planning is Critical Too
Financial portfolio values without context are not helpful. You need a long-term plan that covers you after retirement, but while you’re still active, and considers another period of time when you’ll be entering a season of frailty.  How you age is up to you. 

What’s  more, you’ll be navigating family dynamics well into your 60s and maybe even your 70s, because your parents may still be living.  And your children and grandchildren will always require your wisdom.  Let’s keep a running discussion of what the new longevity can look like.

Support, Tools & Community for the Road Ahead.

Financial Advice is Oversold
Unfortunately, many financial advisors, in a bid to manage your assets, want to imply that you’re doing things wrong and they can do them better. Much of the time that’s not true. Madrina Molly™ can help you ask better questions and ensure Advisors are meeting their obligations to you.

By the way, we are NOT anti-Advisor. But we recognize that Advisors are not available to many people. Top Advisors have full calendars. So that leaves you with the choice of DIY or entrusting someone you may need to scrutinize. We want you to have options.

MEMBERSHIP INFORMATION

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Madrina Molly™ memberships are designed to meet you where you are—we use our own website, Substack, and a private community to support your questions, deliver minicourses, archive resources, and set you up for success.

See below for more details.

Individuals

For the price of an hour of consulting, you will receive access to Sherry for an entire year of guidance and education.

What you’ll get:

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  • Access to a private community where you’ll find articles, resources and mini-courses

  • Bi-weekly all-Member Zoom Meetings for Q&A

  • A private email to ask financial questions

  • Personal guidance to set up and work with a financial planning model

  • Assistance to set up self-directed accounts and private investments

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Advisors

Relieve your calendar and use Sherry as a trusted resource to answer client questions and expand your reach.  Sherry will provide a report of all interactions.

How we can support you:

  • We can field questions from prospects who are not ready to become clients without referring them elsewhere.

  • We can provide ongoing support to existing clients who do not require high-touch.

  • We can collaborate with you to place private investments and open self-directed accounts beyond your compliance limits.

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Organizations

Financial wellness isn’t one-size-fits-all.  Bring Sherry into your organization for an educational event or as an on-call coach to help employees in their 50s and 60s navigate retirement preparedness and multi-generational challenges while working.

What’s available:

  • Custom and prepared talk tracks including: Managing the Triple-Decker Club Sandwich Generation, Thinking Thanatologically About your Next 50 years, and The Year of Not Saving

  • Custom coaching for employee groups or individuals around financial planning, longevity planning, elder planning, and distribution planning

“I just wanted to say that you are continuing to inspire me in my life!  I'm definitely opening up the ideas of what my next 40 years looks like and really starting to take some risks (but they are calculated)! Please keep up the good stuff!!  Thank you!!”

— R.B., Member

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