Imagine Financial Services
Fee-Only financial planner located in Fallbrook, CA, serving clients both in person and virtually, locally and across the country
Marianne Nolte is a Fallbrook, CA fee-only financial planner. Imagine Financial Services is an Independent Registered Investment Advisor providing comprehensive financial planning and investement management to help women and young professionals organize, grow and protect their assets through life’s transitions.
“I enjoy educating my clients so they feel empowered to make good financial decisions”.
As a fee-only, fiduciary, and independent financial advisor, Marianne Nolte is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Together, let's turn your dreams into goals with a plan
One of the biggest challenges many people face is planning for retirement. You don’t have to do this alone. My name is Marianne Martini Nolte and I want to help.
As a Certified Financial Planner ™ professional, I want to learn about your needs and goals. I really want to get to know you! This is when I can be most effective in helping you along your financial journey.
Effective financial analysis requires an open line of communication between advisor and client. It is essential your advisor learns as much as they can about your financial goals, values, and risk tolerance in order to develop a customized financial analysis or what is called a road map to your financial objectives. Once this is established, it is equally important your advisor maintain an ongoing role as your accountability coach.
I am 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.
I am a CFP ® professional, and fiduciary fee-only advisor.
Marianne Nolte is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
What are your goals? What are your challenges?
I want to learn about you so I can provide you with valued financial planning.
Imagine Financial Services (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. I work with women and Gen XY to help educate, guide, and provide ongoing support through financial accountability.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Investment Management
- Social Security maximization
- College Education Planning
- Tax Planning
- Generation X
- Generation Y
- Generation Z
- Retirees and Near Retirees
- Career changers
- Seeking organization
- In-Office Meetings
- Virtual Meetings
- Complimentary Initial Consultation
- Clearly Defined Fees
- No Product Sales
- IFS360 process
Professional Designations & Affiliations
Marianne Nolte is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Marianne Nolte is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Marianne Nolte is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Marianne Nolte
321 Bottlebrush Way
Fallbrook, CA 92028