Imagine Financial Services - Everything You Need to Plan For A Financially Secure Future

FAQ

DO YOU WORK WITH CLIENTS OUTSIDE OF CALIFORNIA?

  • Absolutely!  I'm happy to work virtually via Zoom and I utilize technology which provides secure transfer of documents and password protected access.

IS THERE A FEE FOR THE INITIAL MEET & GREET APPOINTMENT?

  • No, it's complimentary.  I feel it's important to first get to know each other and see if we are a good fit.  Once we both establish we want to work together, I will clearly quote the financial planning fee (based on case complexity) or investment management fee (based on assets under management).

DO YOU HAVE AN INVESTMENT MINIMUM?

  • No, I believe everyone deserves access to qualified advisory services.  When someone comes to me seeking investment management, I want to encourage them to get started planning for a stable financial future, not turn them away to fend for themselves.

HOW DID YOU BECOME A CFP®?  

  • The CFP® or CERTIFIED FINANCIAL PLANNER ™ marks are only earned by those who have undergone rigorous education, thousands of hours of experience, and a cumulative proctored 6 hour final exam.  It was a long journey, but I'm proud to say I earned the CFP® marks after fulfilling the rigorous requirements.  To learn more check out the CFP Board websites https://www.cfp.net/ and  https://www.letsmakeaplan.org/

WHAT DOES IT MEAN TO BE A FIDUCIARY?

  • A fiduciary acts on behalf of another.  They have a duty to place their client interests first.  As a CFP® professional I am held to the highest standard of care both in my heart and by the CFP Board which enforces the Code of Ethics and Standards of Conduct.

I WANT TO GET STARTED, HOW DO WE PROCEED?

  • Hey that's great!  Just click the Schedule A Consultation button or navigate to the Contact page.  I look forward to meeting you.

 

 

Financial Planning is the alignment of your use capital with what you say is important to you