Bespoke Financial Planning for the Modern Entrepreneur.

We believe entrepreneurs can make the most impact in their businesses and in their families when they direct their wealth intentionally.

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As a purpose-driven entrepreneur, you care deeply about making an impact.

Maybe you’re already doing it by…

Growing a profitable business to serve others
Raising the next generation of go-getters
Making bold moves that align with your vision

And with bigger impact comes bigger financial responsibility.

At every stage of growing a wealth-building business, you’ll continue to face important financial decisions that also affect your personal life.

And it's not just when to hire that next employee or whether to open a new location. Your financial plan should also consider things like what kind of vacations you want to go on this year or if you want to coach your kid’s soccer team.

Money touches nearly all our life choices - and those choices are yours to make.

GET THE FINANCIAL GOAL PLANNING WORKBOOK

A guide to reflect, set intention, and gain clarity. A simple financial framework that you can use over and over again.

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Independent | 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.

One Financial Design keeps you in the driver’s seat of your finances, without sacrificing the ease and confidence you’ll feel while working with a financial planner.

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

A Better Way:

THE ONE FINANCIAL DESIGN DIFFERENCE

Unlike other financial planners, I don’t believe in rules of thumb or cookie-cutter frameworks that take financial power out of your hands.

I believe money should be exciting and aligned with your unique values and purpose in life. Instead of telling you what you “should” do, I’ll unveil the possibilities, giving you options and empowering you to make the decision that feels right for you and your family.

After all, you started your business to chart your own course and create the “better way” you knew was possible.

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