Marianne Nolte, CFP® Imagine Financial Services

About Marianne Nolte, CFP®

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. I run my firm Imagine Financial Services as a fee-only fiduciary, 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.

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Ideal Clients

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

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $175/mo
  • Assets Under Management: 1.00%

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