Money Mechanics and More

On Your Own Terms

Madrina Molly® is your partner in navigating the financial and personal transitions of our 100-year lives. Whether you're balancing caregiving responsibilities, contemplating career changes, or planning for a fulfilling retirement, Sherry provides the tools and expert guidance to help you take control of your financial future with confidence.

Madrina Molly® collaborates with your existing Advisor to provide wraparound guidance where compliance constraints prevent them from helping you.

Madrina Molly® brings coaching and speaking engagements to your organization to improve retirement readiness, perspectives on caregiving, and financial confidence.

A smiling woman with curly gray hair wearing red sunglasses, a white t-shirt, and blue jeans, sitting on black metal stairs with a green brick wall in the background.

Financial Planning Consulting

$600/hour

Book an appointment with Sherry to discuss any of your financial planning concerns.  She will help you understand how to achieve your goals, suggest tools and strategies, and refer to practitioners as appropriate. 

She will follow up your call with a written summary of discussion points and recommendations.

While Sherry is a CFP® Professional and will act in a fiduciary capacity at all times, she provides financial education, and DIY- or FA-implemented guidance, and not financial advice or financial solutions.

You will be invited to join the Madrina Molly® (paywalled) Community for free.

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

Support, Tools & Community for the Road Ahead.

Planning Add on:

Boldin Financial Model Setup and Assistance

$379/Session

Sherry will handhold you through the creation of your own financial planning model to answer questions like, “How much can I spend monthly in retirement and live to be $100?”  You will use the Boldin Financial Planning Software, freemium model.  When you upgrade to the paid version, you can expand your analysis to include any “What if…?” scenario question.

Contact Sherry
A woman speaking at a podium to a diverse group of people seated in a room with wooden floors, some taking notes and smiling.

Additional Services

Sherry provides ad hoc services for advisors and organizations that require additional thought leadership, financial education seminars and webinars, and management of low-touch clients to free up your calendar.

Contact Sherry

Community

Multiple devices showing social and professional networking platforms with profiles, discussion posts, and user engagement.

Madrina Molly® tools and resources 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.

  • The Support I Needed to Take Control of My Financial Future

    “I'd been curious about online "retirement calculators" but they always seemed daunting and I wasn't sure what information was safe to input. Having Sherry's accompaniment made all the difference. She walked me through each step patiently and without making me feel self-conscious about fumbling around a bit. Importantly, she didn't do anything for me: instead, she made it possible for me to do it for myself. That's exactly what I need as I work to put myself in the driver's seat of my financial life.”

  • Empowering Women to Take Control of Their Finances

    “Thank you so much for your help to get my financial information organized into the Boldin Analysis.  I have literally spent months (dare I admit years ?!!?) trying to find some help with a fiduciary Advisor that doesn’t just get paid as a percentage of my assets.  I have been to many of the big name financial houses looking for someone to educate me on risks and benefits of various strategies and asset allocations, and it has been a frustrating process.  When I finally found Madrina Molly online for a reasonable annual fee, I was very skeptical.  I can’t begin to tell you how you have exceeded my expectations.  Being able to Zoom regularly with you and the Women in their 50’s that understand the situations we face has been great.  I appreciate that you pick relevant topics about the market, taxes, investing, etc., but you also are open to our suggestions and questions.  Thanks for your willingness to schedule one-on-one appointments.  The recent meeting we had to FINALLY get all my statements and accounts into 1 platform was so helpful.  You took only 30-40 minutes to work with me over Zoom and share my screen to get me an overview in the system of all my investments.  Women should ABSOLUTELY take advantage of this service.  Your years of expertise are so valuable.  There are lots of people out there that just want to sell you something.  You are offering such great education and encouragement to women.  You are a blessing.”

  • Inspired to Reimagine My Next 40 Years

    “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!!”