Reasons to Become a Madrina Molly Member

“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

  • You want to understand Financial & Longevity Planning but you do not ‘fit the profile’ to work with a high-level CFP® (Maybe you don’t have enough assets or your assets are tied up in your corporate plan or business.)

  • You want to understand Financial & Longevity Planning before you reach out to a Financial Advisor to ensure you are an educated client and not being ‘sold’ a financial solution; or you are a DIY financial person.

  • You want to understand Financial & Longevity Planning, but your Partner manages the Financial Advisor relationship.

  • Sherry speaks your language and frames Financial & Longevity Planning concepts in ways that speak to you as a Woman of a Certain Age(ncy), as a member of the Triple-decker Club Sandwich Generation, and as someone who, like you, is a fan of continuous reinvention (#NotYoungNotDone).