Hi, I’m Madi.
I offer the rare combination of real-life Coast FI experience with technical financial planning and investment management chops.
50% mom.
50% finance bro.
In 2022, I left corporate America after reaching Coast FI and having my first daughter. It was one of the best decisions I’ve ever made.
I believe your financial plan should make room for a life that feels true to you, not just a bigger number in an account. I know firsthand what it takes to reach financial independence and what life can look like on the other side.
My investment philosophy focuses on low-cost index funds and low-maintenance strategies that work.
Outside of work, you’ll find me eating cherry tomatoes in the garden with my kids, guzzling espresso, reading and writing, or chasing a faster half-marathon time.
Financial advice.
Flat fees.
Above all, my approach is this: I give financial advice in the way I'd want to receive it.
Your interests come first.
Fiduciary guidance grounded in what’s right for you.
Clear fees. No commissions.
No products to sell. No percentage AUM fees.
You control your accounts.
Keep control of your accounts. Get the advice you need.
Money can do more
than keep you up at night.
Let’s build a future that feels calm and exciting at the same time.
Schedule a session