The purpose of comprehensive financial planning is to help clients with the alignment of all of their resources and their goals. As a Certified Financial Planner™, my goal is to help clients understand and successfully manage their finances.

Prepare your kids by teaching them key estate and financial planning concepts. Raising money-wise children takes a lot of education, time, and conversations. Are they ready to fly on their own? Learn tips to help your kids succeed.

As the founder of Imagine Financial Services, I specialize in helping women and young professionals achieve their financial goals. A common financial planning challenge my clients often face is budgeting. Many experience paralysis-analysis when they hear the term “budgeting”. It sounds boring and restricting.

Summer is here and now you are itching to travel. Well, that means it’s time to set a short-term travel goal!