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Imagine Financial Services - Marianne Martini Nolte, CFP®

     

(760) 472-5155

321 Bottlebrush Way
Fallbrook, CA 92028

 

Financial planning and coaching for women to help them have a confident and empowered relationship with their money.

 

Welcome to Imagine Financial Services!

I'm Marianne Martini Nolte, CFP® professional and founder of Imagine Financial Services (IFS), located in Fallbrook, California, serving clients both in person and virtually, locally and across the country.  IFS is a Registered Investment Advisor and fee-only fiduciary firm.  At IFS, I believe in cost transparency, working with a clients best interests at heart, and providing a consistent process for all clients.

Who I serve

I serve Women and help them to prioritize their goals, avoid debt, and begin working toward financial stability.  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 does Fee-only and Fiduciary mean?

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.

 

www.imaginefinancialservices.com

mnolte@imaginefinancialservices.com

760-472-5155

Marianne M Nolte, CFP®

              

 

 
 
 
 
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