Financial advice your way.

Julie consults with clients on an hourly fee or retainer basis, rather than by selling commissioned products or charging a percentage of retained assets under management. Clients can see her for an hour to ask specific questions or on a regular basis to make sure they stay on track for retirement.

Second opinion consultations on investment portfolios

Whether you manage your own investments or pay someone to manage them for you, it makes sense to get a second opinion from an independent advisor who will offer objective advice. Julie provides comprehensive portfolio reviews.

Answers to your questions about financial matters.

Questions like: Am I on track for a secure retirement? Is my portfolio appropriate for where I am in life? Is it too risky or maybe too conservative? What exactly are the fees I’m paying and why? How can my portfolio be managed more efficiently and effectively?

Divorce financial planning.

Clients facing divorce need guidance in all stages of the process. Julie provides pre-divorce financial review, help with budgeting and financial statement preparation, divorce settlement analysis and post divorce financial planning.