Bespoke Financial Planning for Entrepreneurs

Helping you grow your wealth so you can grow your impact.

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You work hard for your money,

and your money should work hard for you.

By providing holistic financial planning and strategy, I help you make the most of your hard-earned dollars.

Taking the burden of finances off your plate, you'll have more time and energy to focus on what matters most.

EXPLORE SERVICES

Independent | Flat Fee-Only | Woman-Owned

Financial Planning

On Your Terms

A truly customized financial plan gives you a roadmap for crafting a life that is uniquely yours, allowing you to enjoy your ONE life now more than ever.

I keep you in the driver’s seat of your finances, steering you toward opportunities for growing your wealth to new heights.

The best part? My flexible services and simple fee structure give you the level of financial advice you actually need, whether you want to "do it yourself" or delegate entirely.

I believe the best way to live life is intentionally.

HI, I'M JULIA

As a CERTIFIED FINANCIAL PLANNER™ and self-development enthusiast, I’ve spent countless hours thinking about how to use money to live a true and fulfilling life. Personally, my husband and I often come back to the goal of spending more time and money on family experiences with our two kids, before time passes us by.

Having created financial plans for hundreds of families at best-in-class Wall Street institutions, I know the ins and outs of managing money. But I’ve realized there is no one-size-fits-all approach to wealth planning, and traditional financial advice often falls flat when it comes to personalized solutions for family-focused business owners.

MY STORY & APPROACH