Madi Manages Money LLC (MMM) is a fee-only financial planning firm. MMM offers one-time financial plans and ongoing financial planning services. The one-time plan covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Ongoing planning provides annual assistance with plan implementation and email support.
Fee Structure
Madi Manages Money offers ongoing financial planning for a recurring fixed fee, paid monthly or quarterly in advance. Monthly fees range from $100 to $500, or quarterly fees range from $300 to $1,500. This service includes ongoing advice, email support, and one refresh of your financial plan figures per year.
Madi Manages Money offers a one-time financial plan for a fixed fee ranging from $2,000 to $10,000 per engagement. The plan provides a detailed written report designed to help you achieve your financial goals. This includes assistance with plan implementation.