Together, let's change your dreams into goals with a plan

Financial Planning for Women

Imagine Financial Services

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Welcome to Imagine Financial Services!

My name is Marianne Martini Nolte, founder of Imagine Financial Services (IFS).  IFS is a Registered Investment Advisor and fee-only fiduciary firm.  At IFS, I believe in cost transparency, working with a clients best interests at heart, and providing a consistent process for all clients.

Life can be overwhelming:

  • If you are wondering if you even need investment management or financial planning, ask yourself the following questions:

    • Am I even interested in personal finance and do I consistently track my budget, investments and the stock market?
    • Do I have time and will I really do the investment analysis myself or would this end up feeling  like information overload?
    • I don’t want to miss anything, are there other considerations about my money that I haven’t thought about yet?

    Financial Planning is a process of establishing your goals and then working to meet your goals through strategic management of your financial resources.

    As a Certified Financial Planner™ professional I have met and continuously undergo rigorous  training requirements.   I can provide simplification of concepts and objectivity when you face  emotional financial decisions.  I will act in your best interests to help you make smart decisions with your money.

I am a CFP® professional

As a CERTIFIED FINANCIAL PLANNER™ I am fiduciary.  My commitment is to working with your best interests at heart.   I strictly believe in and follow the CFP Board Practice Standards.

I’ve got good news!

You do not need to do all this financial stuff alone.  We will work together to discover, define, and plan for your financial priorities. Discipline is required, but I'm here to help.

 

We all face unique challenges and tackle issues in different ways. 

Let me help you navigate your concerns and find solutions so you can have peace of mind.

Marianne Martini Nolte

I feel getting to know each other is key

Please check out my business profile and see related financial posts on my LinkedIn, Facebook and Twitter pages.  Just click the links below and don't forget to "Like" or "Follow".

Investment Management & Financial Planning Services

Imagine Financial Services

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Investment Management

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Imagine Financial Services takes a passive investment strategy to help you build wealth gradually over time.

Get rich quick is not a plan!  I'm not a day trader, I believe in a buy and hold strategy with a vision of long term growth.

I'll help you organize your financial life to free up your cash flow.  Then you can begin or add to your to investments and watch your financial future develop over time.  It's best to begin sooner rather than later and to do so consistently over time.  Let the power of compounding interest work for you.  It's that simple.

Financial Planning

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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.  Financial planning encompasses a holistic approach to your financial life including general principals and strategies related to tax, estate, retirement, risk management, in addition to your investments.