Imagine Financial Services

Finances are a very personal matter, and for some people it can be an uncomfortable topic. I get it. It can be overwhelming and exhausting. My own life story instilled in me the desire to work with women who seek a better financial life. When I was in my mid 20's through age 40, I found myself alone caring for aging parents, running around after my two bright and amazing kids, and trying to navigate my full time career. It felt like systems overload. I don't want my clients to feel alone and overwhelmed. I want to work as your financial partner to help you get on track with your goals and to build a foundation for financial wellbeing in your future. As a female financial advisor and mother of two young professionals, I am passionate about encouraging Millennials to start early on their path to financial independence. I feel very strongly about educating clients to make sure they feel confident about their money matters. I am a CERTIFIED FINANCIAL PLANNER™ practitioner. My firm, IMAGINE FINANCIAL SERVICES (IFS) is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. I operate my firm as a fee-only fiduciary Investment Advisor Representative, committed to building a solid relationship of trust. As our relationship evolves, I hope you come to regard me as a valued resource, a professional who can help you make more informed decisions regarding your financial issues.