Learn how to navigate your financial life with confidence
ABOUT MY CLIENTS:
My clients (usually women or families) are looking for a financial partner who will work hand in hand with them now and in the future. They seek preparation and strategic planning to ensure their hard-earned dollars are aligned with their goals. Ultimately, they want to build a financial foundation that empowers them to live the lives they envision, providing them with freedom and security to pursue their passions and dreams.
SERVICES AND PRICING:
Investment Management
WHO IT'S FOR:
Investors, whether new or experienced, can take advantage of the tax-efficient portfolios offered by Imagine Financial Services. These portfolios are carefully crafted to minimize market risk while aiming to enhance returns over time.
Imagine Financial Services employs an evidence-based, passive investment philosophy. This involves allocating assets into low-cost, highly diversified mutual funds and ETFs to optimize risk-adjusted returns.
Client accounts are maintained with custodians Altruist or Charles Schwab. Please note that to qualify for Investment Management services, investors must have a minimum balance of $300,000 in assets under management (AUM).
Project Planning
WHO IT’S FOR:
Project planning focuses on specific financial questions and goals. Through education and coaching, you will improve your financial knowledge, identify effective strategies, and gain confidence in managing your financial issues.
Common Questions Before Retirement -
Help, I can't figure out where my money seems to go!
How do I avoid facing Market, Inflation, and Tax Risks?
When can I afford to retire?
Questions at or in Retirement -
Can you help me turn my retirement savings into a reliable replacement for my paycheck?
When should I begin taking Social Security?
How do I optimize my taxes when I take withdrawals?
Comprehensive Financial Planning
WHO IT’S FOR:
Comprehensive Financial Planning is intended for those seeking a qualified professional guide and accountability partner. We will address all areas of your financial matters to help you achieve peak financial performance.
Over 12 months -
Discover, prioritize, and track your true financial values and goals.
Gain insights into your spending and savings.
Make informed decisions about your investments.
Collaborate with your tax professional to minimize your tax liabilities.
Work with your estate attorney to protect your assets now and for future generations.
Partner with a qualified insurance specialist to maximize protection while reducing costs.
Organize all these elements in one secure portal to streamline your financial overview and keep you updated on your net worth.
