IMAGINE MATH

Our clients want a professional to coach them through money decisions, to calculate their master financial plan, to invest their portfolio of assets, and to collaborate with their tax, estate, insurance, and other advisors. New clients are often transitioning to managing wealth for the first time, perhaps after receiving an inheritance or launching their career. There is no asset minimum to get started. Imagine Math is based in Moorpark, California, but serves clients across the country and is accepting new clients in most states... Imagine Math provides exceptional investment advice, uniquely tailored services, and financial education. We distinguish ourselves from big-brand firms by proudly operating as an independent, women-owned, fee-only Registered Investment Advisor (RIA)... IMPORTANT DISCLOSURES: Before making any financial decisions or investments, you should always consult with a financial, tax, or legal professional who is familiar with your unique circumstances. The..