Financial Planning & Investment Management Services

Financial Services and Fees

Three service options, one goal...your success

  1. Project planning
  2. Comprehensive planning
  3. Investment management 

Helping women and young professionals who want to take charge of their financial futures by digging deeper, being held accountable, and pursuing more joyful, healthier, gratifying lives with a financial plan of action. 

KICK START - Project Planning

KICK START - Project planning

Perfect for someone who has target-specific questions/goals. 

  • Help, I can't figure out where my money seems to go?
  • Can I afford to purchase a new car/house?
  • When is the optimal age to begin taking Social Security?

KICK START - Project Planning Process

We begin with 1-2 meetings to engage, gather information, and define the focus goals. Then I go to work with the analysis and development of recommendations options. I provide a written qualitative & quantitative executive summary for implementation.

KICK START - Length of time? 

A 2-5 month engagement depending on the complexity and time constraints of your goal.

KICK START - Cost

Fees range between $1,500-$3,000. 50% paid upfront. The balance is paid in equal proportions over the defined term months remaining.

 

 

 

 

 

 

 

MAKE-IT-HAPPEN ROADMAP - Comprehensive Financial Planning

MAKE-IT-HAPPEN ROADMAP - Comprehensive Financial Planning

Comprehensive financial planning is for anyone seeking a professional guide, counselor, and accountability partner. Comprehensive financial planning addresses all domains of financial well-being. 

MAKE-IT-HAPPEN ROADMAP - Comprehensive Planning Process

We begin with 5-6 meetings to engage, gather information, define focus goals, and address gaps in your current strategy which are holding you back from financial progress. Next, I analyze and develop multiple recommendations options. I provide a written qualitative & quantitative executive summary of your life profile, financial goals, and prioritized financial planning recommendations. Detailed breakdowns of key financial considerations are made available in an in-depth financial report. Together we implement the agreed-upon recommendations and hold additional check-in meetings to keep you on track.

MAKE-IT-HAPPEN ROADMAP - Length of time?

A 1-year engagement with optional ongoing support available.

MAKE-IT-HAPPEN ROADMAP - Cost

The total fee is $5,000. 40% paid upfront ($2000). The balance is paid at the end of each month for 12 months ($250/mo).

 

Upon completion of the 1-year MAKE-IT-HAPPEN ROADMAP engagement, ongoing maintenance, and biannual updates are available with an ongoing subscription of $175 per month. 

Investment Management

Imagine Financial Services follows an evidence-based passive investment philosophy investing assets in low-cost, diversified, Mutual Funds and ETFs while aiming for the best risk-adjusted return. No account minimum is required.

  • Evidence-based investing and Portfolio design
  • Low cost, tax-efficient solutions
  • Rebalancing
  • Performance reporting
  • Implementation and ongoing support

 

Investment Management fee is based on account value known as Assets Under Management (AUM)

AUM $500 - $125,000 Annual Fee 1.5%

AUM $125,001 - $250,000 Annual Fee 1.25%

AUM $250,001 - $500,000 Annual Fee 1.1%

AUM $500,001 - $1,000,000 Annual Fee 1%

$1,000,001+ Negotiable

 

*AUM between $500,000-$850,000: 1 or 2 KICK START projects included annually at no additional charge.

*AUM above $850,000: MAKE-IT-HAPPEN ROADMAP & ongoing support included at no additional charge.

 

Based in San Diego, California. Available in person or virtually.

Marianne M. Nolte, CFP®

Imagine Financial Services is located in Fallbrook, California. Financial services can be performed virtually or in person.  We are not limited geographically.  Let me know what works best for you.  I believe in convenience for all parties.