Financial Planning Services
Tell me what's on your mind and go ahead, ask me a lot of questions.
Finances are a very personal matter, and for some people it can be an uncomfortable topic. I get it. It can be overwhelming and exhausting.
My own life story instilled in me the desire to work with women who seek a better financial life. When I was in my mid 20's through age 40, I found myself alone caring for aging parents, running around after my two bright and amazing kids, and trying to navigate my full time career. It felt like systems overload.
I don't want my clients to feel alone and overwhelmed. I want to work as your financial partner to help you get on track with your goals and to build a foundation for financial wellbeing in your future.
As a female financial advisor and mother of two young professionals, I am passionate about encouraging Millennials to start early on their path to financial independence. I feel very strongly about educating clients to make sure they feel confident about their money matters.
I am a CERTIFIED FINANCIAL PLANNER™ practitioner. I run my firm Imagine Financial Services as a fee-only fiduciary, committed to building a solid relationship of trust.
As our relationship evolves, I hope you come to regard me as a valued resource, a professional who can help you make more informed decisions regarding your financial issues.
Effective financial planning...
...requires an open line of communication between advisor and client. It is essential your advisor learns as much as they can about your financial goals, time horizon, values, and risk tolerance in order to develop a customized financial analysis for your financial objectives. Once this is established, it is equally important your advisor maintain an ongoing role as your accountability coach.