Imagine Financial Services helps Women and Young Professionals to have a confident and empowered relationship with their money.
I assist women in all ages and stages of life. I want them to better understand their money and how it can be used as a tool to craft their best financial future. I enjoy educating women so they feel empowered to make good financial decisions. As a woman, I understand and sympathize with other women. I have witnessed women struggling with the inequality of pay and the stresses generated by caretaking of parents while raising ones own children. It is a delicate balancing act to fulfill the role of motherhood, worker, and family financier. I understand and I help women who need protection of assets before marriage, fair representation after divorce, and continued consultation after the death of a spouse.
Additionally, I work with young people who are beginning their financial journey. Personal finance is not taught in school and too often, families avoided the topic of finance all together.
I am an educator, sounding board, and advisor for Women and future generations.
What is a Fee-only and Fiduciary?
As a Fee-only advisor, I am exclusively paid a fee for services by my clients. My firm is an independent Registered Investment Advisor; therefore, I am not beholding to an employer (broker-dealer) who incentivizes employees by paying commissions to sell financial products. The Securities and Exchange Commission (SEC) regulates broker-dealers, and they are required to abide by suitability standards, but they are not required by be fiduciaries. I charge a fee for financial planning and/or a fee based on the percentage of assets I manage for my clients. I must disclose how I am compensated and any potential conflicts of interest.
As a Fiduciary, I am legally obligated to make my clients best interest my top priority. Again, I must disclose how I am compensated and any potential conflicts of interest. Additionally, to obtain and maintain my Certified Financial Planner ™ designation, I am dedicated to fulfilling the CFP Board's highest fiduciary standard requirements. I choose my clients best interests above all else.
