Imagine Financial Services - Everything You Need to Plan For A Financially Secure Future
DO YOU WORK WITH CLIENTS OUTSIDE OF CALIFORNIA?
- Absolutely! I'm happy to work virtually via Zoom, Google Meets, etc. My business process includes technology that keeps me nimble. I use e-signature services, secure transfer of documents via my financial planning software RightCapital, and password-protected client account access.
IS THERE A FEE FOR THE INITIAL MEET & GREET APPOINTMENT?
- An initial consultations known as a Meet and Greet is complimentary! I feel it's important to first get to know each other and see if we are a good fit. If we choose to move forward, financial planning fees (based on case complexity) or investment management fees (based on assets under management) will be clearly discussed.
DO YOU HAVE AN INVESTMENT MINIMUM?
- 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. I would prefer new investment accounts be opened with at least $500, but I understand some young professionals may just be starting on their financial journey so no minimums are required.
- 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's 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.
HOW CAN I LEARN MORE ABOUT GOOD MONEY HABITS?
- Check out the Articles and Videos page of our website. Learning good money habits can be hard, but these Articles and Videos can provide tips on how you can be more successful.
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.