Holistic Financial Planning

With so many choices, it is difficult to know if you are doing all the right things for your financial future. The value my team and I bring is helping our clients brainstorm to see what is possible and helping them look ahead with wisdom and foresight so they can wake up well-positioned for their future. Most of my clients already have some sort of financial plan in place. My team and I review what you have, offer suggestions to enhance your plan and make it more strategic, or confirm that you are on the right track. If you don’t currently have a plan, then we work with you to build one. As your advocate, we strategically implement your financial plan with vision and foresight.

Experience

​With over thirty years of experience, the following designations have been achieved in alignment with Julie's commitment to provide clients with innovative, relevant solutions for their personal and  business needs. 

  • CLU® (Chartered Life Underwriter® ) symbolizes continuing growth and commitment to professionalism. By being CLU certified, it represents a level of life insurance expertise that exceeds basic life insurance underwriting requirements, the knowledge to help clients with estate planning needs and the extensive knowledge of solutions addressing the life insurance underwriting needs of business owners & professionals. 

  • ChFC® (Chartered Financial Consultant®) provides financial service professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. It represents a professional having knowledge on tax and retirement planning to special needs advising, wealth management insurance, and more. 

  • RICP® (Retirement Income Certified Professional ®) focuses on those who are at or near retirement build a plan to ensure they meet their retirement income and other financial goals through their nonworking years and manage the many risks they may face. As coordinated planning & better decision making can improve retirement security, retirement income planning is a very rewarding area within financial planning.

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

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.

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