Financial Planning & Investment Management Services
Financial Services and Fees
Three service options, one goal...your success
- Project planning
- Comprehensive planning
- 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.