Your guide to Financial planning
Advice given simply
implemented powerfully
Ongoing financial planning
Ongoing financial planning is essential for adapting to life changes and ensuring long-term financial stability and success. Regular reviews and adjustments help maintain focus.
three ways to WORK WITH MADELINE
one-time Financial Plan
Do you take pride in making your own financial decisions, but are hitting a roadblock? I provide a professional set of eyes on current and future financial decisions. This is a comprehensive plan covering all areas of financial planning.
Hourly
This is designed for clients who have one or two high level questions about their finances. This service includes home affordability, beginning your investment journey and equity compensation. It is also used as a follow up after a one-time financial plan has been completed.
Providing clarity on where you stand financially at a flat fee
An a to z examination of your financial situation and future direction.
Take a top to bottom approach to reviewing everything with a dollar sign. Let’s find the optimal amount of cash for an emergency fund, plan for retirement, and enjoy yourself along the way.
Target Specific events
A dialed in approach to financial planning that covers major milestones in your life. If you’ve got a pressing question about a specific event, I’m here to help.