Financial Planning for Women and Young Professionals

Imagine Financial Services

Financial Planning and Investment Management solutions for WOMEN and YOUNG PROFESSIONALS.  Your Thinking-Partner for a confident and empowered relationship with your money.

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Welcome to Imagine Financial Services!

My name is Marianne Martini Nolte.  I'm a Certified Financial Planner™ practitioner and a fee-only, financial advisor. In 2019, I founded Imagine Financial Services (IFS), located in Fallbrook, California. I serve clients both in-person and virtually. My fiduciary promise is to work with my client's best interests at heart while providing a consistent process for all.

Who We Serve & How We Help

Imagine Financial Services is here to serve Women and Young Professionals with Financial Planning and Investment Management.  We help to align their financial resources with their goals.

 

Women deserve protection of assets before marriage, fair representation after divorce, and continued consultation after the death of a spouse.  Ladies, are you looking for an advisor who speaks your language?  Someone with whom you feel safe sharing your financial issues and concerns?

Are you a Young professional beginning your financial journey and seeking financial education, guidance, and mentoring?

I help clients prioritize their goals, avoid debt, and begin working toward financial stability.  I want them to better understand their money and how it can be used; as a tool, to craft their best financial future.  Together, let's turn your dreams into goals with a plan!

What does Fee-only and Fiduciary mean?

As a Fee-only advisor, my clients pay me a fee for my services. That's it, no commissions, no product sales, no hidden fees.  My firm is an independent Registered Investment Advisor; therefore, I am not beholding to an employer who incentivizes their financial advisor employees by paying commissions to sell financial products.

The Securities and Exchange Commission (SEC) regulates broker-dealers, and they are required to abide by suitability standards, but they are not required to be a Fiduciary like a Registered Investment Advisor. As a fee-only fiduciary, I must clearly disclose my compensation and any potential conflicts of interest. I must always work with my client's best interests at heart. 

 

I’ve got good news!

Financial Planning is a process of establishing and prioritizing your goals and then working toward meet those  goals through strategic management of your financial resources.  You do not need to do this all alone.  Together we will work to discover, define, and plan for your financial priorities. Discipline is required, but I'm here to help.

 

Marianne Martini Nolte

Certified Financial Planner™ helping women and young professionals.

Marianne Nolte, CFP® professional certification

 

Getting to know each other is key

Please check out my business profile and see related financial posts on my LinkedIn and Facebook pages.  Just click the links below to "Like" or "Follow".

 

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Professional Affiliations

Get peace of mind by investing at TD Ameritrade, an institution you can trust

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TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, [FIRM NAME], and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

Marianne Nolte, Certified Financial Planner™ 

Professional and founder of Imagine Financial Services is a fee-only, fiduciary, financial advisor in Fallbrook, California. Services include:

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FINANCIAL WELL-BEING WITH ESTATE PLANNING
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    Investment Management
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    Social Security Optimization
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    Risk Management
Marianne Nolte, CFP®
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    Financial Planning
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    Tax Planning Efficiency
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    Estate Coordination