As a successful entrepreneur and capable in financial arena, I needed a financial resource to assist me passing along education and values of financial accountability and education to my to 40’ish sons and their wives. Due to family dynamics it was not working. Julia with her excellent accounting background and people skills was able to make significant progress which resulted in gratifying results in the areas of education, accountability and discipline. Providing this gift to my family does not have a price. Over several months and sessions we accomplished a lot and Julia’s contribution were necessary and very valuable. Julia has the accounting background, people insights and care about her client success — all which were used in our process.
— Andy Szocs
While financial conversations can be daunting and confusing, Julia has a way of making the information understandable and relevant. The Financial Plan she put together for us has provided context, clarity and comfort. It’s also a great tool to help us make decisions and stay on track toward our financial goals over the long haul. Everyone should have one!
— Catherine Ducharme
I cannot say enough about the help Julia has given us to get where we want to go. Amazing what you can do with the right help. Highly recommend that you contact her. You will be surprised at just how much more you could be doing.
— Sanden McNally
Having an impartial, 3rd-party review our entire financial situation is one of the best business decisions my wife and I have made. We consider Julia our personal CFO and have incorporated her services into all aspects of our financial lives. Julia gathers detailed information to track and provide insight into our insurance, estate, investment and overall retirement planning. There's no pressure to purchase any investment or insurance vehicle through her or any associate she has introduced us to; but rather an assessment and guidance on plans we have for the future. Now we can "run the numbers" to see the effect of specific ideas on our overall situation allowing educated decisions on where best to save or spend. Quarterly reviews keep us on track and focused on the end goal: early retirement. — C. Dewar