Imagine Financial Services
The difference between a dream and a goal is a plan. My services are designed to provide you, your family, or business with sound financial advice and a course of action.
I am a CFP® professional
As a fiduciary, I strictly believe in and follow the practice of maintaining the highest standard of trust in our relationship.
Who are my clients?
Often I work with individuals and families just starting out on their financial journey. It is such a pleasure to help someone get started on the path to financial security. Folks just starting to invest in their financial futures tend to have fewer investable assets, but I feel these are the very clients who need my support the most. Therefore, my clients do not need to worry about meeting and maintaining account minimums.
I’m particularly passionate about working with women in transition. Women face unique financial dilemmas. Transitions through a career change, divorce, personal or family health issues, or the death of a spouse can have a huge impact on any persons' life. Compounding on these worrisome times, women also traditionally live longer than men while earning less over their lifetime. I want to help alleviate the worries and concerns.
I make time for volunteer work assisting those with special needs. This has guided me to seek more research time so I am better positioned to assist families wishing to participate in special needs financial planning.
I’ve got good news!
Together we will work to discover, define, and plan for your financial priorities. Discipline is required, but achieving financial stability and security may be obtained with the implementation of realistic budgeting and savings strategies.
Ready to find out more?
Drop us a line today, we're here to help.
Why Use Imagine Financial Services?
My name is Marianne Martini Nolte, I am a CERTIFIED FINANCIAL PLANNER™ and hold Securities Licenses including Series 7, 6, 63, and 65. CA Insurance Lic #0J02045.
Investment Management & Planning
We take a passive investment strategy to help you build wealth gradually over time. How? Start as soon as possible, invest consistently over time, let the power of compounding interest work for you. It's that simple.
Goals, goals, goals. Financial planning is all about defining goals, prioritizing those goals, and setting a plan in place to work towards achieving your goals.