My clients are mostly women and a few really awesome men, ready to make empowered financial decisions. They aren’t looking for someone to just tell them what to do with their money, or for a “set it and forget it” financial plan. Instead, they want a financial partner. They want someone who will walk alongside them as they develop a strategic plan. They want their money to help them live the lives they desire.

You should work with me if you want a Certified Financial Planner™ in your corner that isn’t just going to tell you what to do with your money, but instead, educate and support you so you can make empowered financial decisions.

If you are at a stage in your life where you want to make informed and proactive financial decisions, my services are here to help. I have a range of offerings to fit your specific needs. Financial planning can do everything from help you plan all aspects of your finances, to assisting you with small goals and isolated aspects of financial life.

I sure do! I’m located in Lake Havasu City, AZ for in person appointments, but I also provide my full suite of services, virtually, in all 50 states. Contact formats include but are not limited to in-person, Zoom, Google Meet, Microsoft Teams, phone, text, and email.

Imagine Financial Services is a fee-only firm. This means we do not sell products, we do not receive commission, nor do we receive any form of compensation from anyone other than you. We have two transparent fee structures.

1. A predetermined fee for Comprehensive or Project Financial Planning.

2. A fee for Investment Management Services based on the amount of investable assets.

All fees are clearly outlined in our ADV and on our website Services + Fees page.

Your money is invested at one of two financial institutions: Altruist or Charles Schwab. Altruist Financial LLC and Charles Schwab & Co., Inc. are broker-dealers registered with the U. S. Securities and Exchange Commission (SEC) and members of the Financial Industry Regulatory Authority (FINRA).

The firm upholds the most strict confidentiality standards as outline by the CFP Board.