I work to reduce your risks, maximize your financial returns, and help you achieve your goals.
Learn how you can navigate your life with greater clarity, confidence and peace of mind.
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ABOUT MY CLIENTS:
I work with women (and a few cool men) who are ready to take charge of their finances and make empowered financial decisions. They are not interested in a "set it and forget it" financial plan. Instead, they are looking for a financial partner who will work with them hand in hand both now and in the future. My clients want to prepare so their money helps them live the lives they truly desire.
From one woman to another, I understand the unique challenges you face when it comes to having an empowered relationship with your money. I am here to help you navigate your finances, no matter what stage of life you’re in.
SERVICES AND PRICING:
Investment Management
WHO IT'S FOR:
Investors, new or experienced, can benefit from Imagine Financial Services' tax-efficient portfolios!
Portfolios are carefully designed with the goal of reducing market risk and improving returns over time.
Imagine Financial Services follows an evidence-based passive investment philosophy, allocating investable assets in low-cost, highly diversified mutual funds and ETFs to achieve the best risk-adjusted return.
Client accounts are held at custodians Altruist or Charles Schwab.
To be eligible for Investment Management services, investors must have a minimum balance of $150,000 in AUM.
Project Planning
WHO IT’S FOR:
Perfect for someone with target-specific questions/goals.
Common Questions Before Retirement -
Help, I can't figure out where my money seems to go!
How do I avoid facing Market Risks, Inflation Risks, and Tax Risks?
Can I afford to retire?
Questions at or in Retirement -
Help me turn my retirement savings into a reliable replacement for my paycheck.
When should I begin taking Social Security?
How do I optimize taxes with my sequence of withdrawals?
Comprehensive Financial Planning
WHO IT’S FOR:
Comprehensive Financial Planning is designed for investors seeking a professional guide, counselor, and accountability partner. We will address all domains of your financial well-being.
Over 12 months -
Discover your true financial values and goals.
Prioritize and track your goals
Cash flow analysis and budgeting support
Investment analysis, design, and implementation
Partner with your tax professional to ensure you optimize your taxable situation
Coordinate with your estate attorney to protect your assets today and in your legacy
Collaborate with a qualified insurance specialist for insurance optimization, maximized protection, and lower costs
Organize all of these elements in one secure client portal to streamline your view and keep you up to date with your financial net worth
