Modern Financial Planning & Investment Management

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

BOOK A CALL

AS SEEN IN:

Finances 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.

EXPLORE SERVICES

Independent | Flat Fee-Only | Woman-Owned

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 providing personalized solutions.

MY STORY & APPROACH