Juliandra's Mission
I believe everyone deserves a trusted advisor and a well-structured financial plan tailored to their wants and needs. I operate a values-based planning practice, meaning it’s important to me to understand what my clients value the most. My mission is for every client to know with confidence they are on track for their future goals while still able to enjoy their lives today.
My core values guide how I live my personal life and how I run my business. Balance, Integrity, and Growth allow me to create BIG opportunities for my clients to pursue their BIG dreams.
About Juliandra
When I am not helping client's with their dreams, I am working towards my own!
I find peace on the trails with my fur kids, propagating new plant babies, and spending time in the garden with my husband.
Here are my areas of expertise
Financial Planning
Retirement Planning & Income Strategies
Education Planning & Funding
Business Planning
Insurance Protection Strategies
Tax-Efficient Strategies
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
