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Madison Sharick, CFA, CFP®

Madison Sharick, CFA, CFP®

Financial Planner

The Hour

  • Ask a financial advisor anything about investing in one hour
  • No commissions, products, or sales pitch
$400one time
Next Available: 11/5/2026 2:00 PM
View Availability

The Plan

  • An 8 week program to achieve a strategic plan for your financial life
  • Get an 8+ page financial plan
  • $0 due now, pay after your 1st meeting
$4,500one time
Next Available: September 2026

The Ongoing

  • Ongoing support and accountability when you need it
  • Quarterly video calls & unlimited emails
  • Annual 2 page financial checkup
$400/ month
(billed $1,200 every three months)
6/10 spots available!
Which service is right for me?

About Madison

14
years of experience
414
The Hour meetings
34
The Plan engagements
4.99
average review

Bio

Hi, I'm Madi! 👋 I'm 50% mom, 50% finance bro, and 100% in your corner. (Never fear! My math skills are better than they appear.) In 2022, I left a rewarding but demanding career in corporate America after having my first daughter and reaching the Coast FI/RE milestone. But, I am who I am, so after enjoying some special time with her and starting a finance blog for female financial decision-makers, I launched my own financial planning firm. I offer the rare combination of lived FI/RE experience with technical financial planning chops.

I Can Help You With

401k rollover
Budgeting
Charitable giving
Equity compensation
Getting started with investing
Insurance
Investing for kids
Portfolio review
Real estate
Roth conversions

I Enjoy Working With

Business owners
Child-free
Families with children
FI/RE
Healthcare professionals
LGBTQ+ Community
Millennials / Gen Z
Pre-Retirees
Tech employees
Young couples

Personal Stuff

I fancy myself a gardener and a runner. Here's a photo of my family. My husband's smiling because he doesn't know I'm coming to reclaim my title as fastest person in the Sharick household this year.

Education & Designations

Certified Financial Planner
Since 2018
Chartered Financial Analyst
Since 2015
University of Pittsburgh
B.S. Finance

Experience

Madi Manages Money
Founder & Financial Planner
2022 – Present
PNC Investments
Manager of Financial Planning
2020 – 2022
PNC Investments
Senior Investment Analyst
2017 – 2020
Fragasso Financial Advisors
Investment Analyst
2015 – 2017

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Frequently Asked Questions

You can ask anything related to investing or personal finance! We are here to help you put your money in the right places so you can reach your financial goals.

The Hour: You'll fill out a short intake form so we can learn about you and your goals for our meeting! In your Nectarine account, you can also enter your personal financial information (net worth and budget details) as well as upload files to your Secure File Vault. We also recommend that you have any necessary account login information ready.

The Plan and The Ongoing: You'll get access to a financial planning portal where you can share your numbers, link your accounts, and upload the requested documents (we'll share a list).

The Hour: Yes, you will receive an email summary with important takeaways and resources so you'll know what to do next.

The Plan: Yes, you will receive a 8+ page roadmap on your full financial picture with detailed information on the next steps. Your advisor will be available to help you implement any items.

Yes, you can reschedule or cancel up to 24 hours before your appointment. Just click the reschedule link in your confirmation email or in your Nectarine account.

Yes, the meeting can be recorded for your records and made available in your Nectarine account shortly after your meeting. You can request for the recording to be turned off at any time or message us or your advisor before your meeting to request that the recording is never turned on. You can also request for the recording to be permanently deleted at any time.

We are confident that you will have a great experience, but if it did not meet your expectations just let us know & we'll refund 100% of your money. We're trying to make you rich, not sell you junk!
The endorsements displayed on this Website have been provided by clients who have completed an engagement with an Advisor. No compensation was paid for any endorsement and the endorsements may not necessarily be representative of all Nectarine experiences.
Madison Sharick, CFA, CFP® — Fiduciary Financial Advisor | Nectarine