Marianne Nolte, CFP® Imagine Financial Services

About Marianne Nolte, CFP®

Planning for retirement is one of the biggest challenges many people face. You don’t have to do this alone. My name is Marianne Martini Nolte. I am a Certified Financial Planner ™ professional, and I want to help.

I specialize in working with Women and Young Professionals who are:
-Rapidly approaching retirement or recently retired
-Experiencing career or life transitions
-Just starting their financial journey and looking for guidance

I want my clients to understand their money and how it can be used; as a tool, to craft their best financial future. I help clients prioritize their goals, avoid debt, and work toward financial stability. I offer Investment Management, Project Planning, and Comprehensive Financial Planning services.

Read Marianne’s blog here: https://www.imaginefinancialservices.com/articles-videos/

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Ideal Clients

  • Gen Y/Millennials
  • Women in Transition
  • Women's Finance
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Flat Fee: $3500+/engagement
  • Hourly Fee: $325+/hr
  • Assets Under Management: 1.00%

SEC Records

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