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, overwhelming, and down right exhausting. I get it!
Women struggle with pay inequality, accumulating and protecting assets before marriage, raising children either married or as a single parent while balancing a career, we are the chief financial officer of our family, caretaker for aging parents, we fight the ravages of illness in family members or ourselves, we seek representation for equitable divorce, and learn to cope alone after divorce or death of a spouse.
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 running a successful business as my full time career. It felt like systems overload.
During this period of time while the health of my parents was failing and until their passing, I was granted a special saving grace, which was my ability to help them organize and plan financially for their most important needs.
As an only child, I was my parents only trusted resource. Together we hired an estate planning attorney to ensure all necessary documents were in place, we worked with their CPA to make positive strategy moves regarding their taxes, and we addressed their insurance needs so they were not at financial risk. Regularly, the three of us would hold "family board meetings" to review their financial assets. I developed, maintained, and updated records and reports and then presented these reports to my parents. This helped them understand their ongoing budgeting needs, their financial strengths, and to be aware of and mitigate against any weaknesses. This allowed them to feel safe. They knew I was working with their best interest at heart.
Just like when I worked with my parents; today, I don't want my clients to feel alone and overwhelmed. I want to be their financial partner. I want to help clients get on track with their goals and to build a foundation for financial wellbeing in their future. To enjoy financial independence and a sense of calm understanding about their financial lives. I feel very strongly about educating clients to make sure they feel confident about their money.
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.