We clearly define our fee-only services and pricing. We sell time, not products, providing unbiased opinions and recommendations.
We equip you with a clear and manageable Action Plan supported by customized easy-to-understand information and resources.
A virtual office makes financial planning affordable and easy to fit into your life. We'll come to you or meet via video conference.
We partner with you in your journey to steward your wealth wisely, helping you align behaviors with your values and goals.
Julie is a fee-only CERTIFIED FINANCIAL PLANNER™ located in New York City and works with clients across the country through virtual services. She specializes in serving city-dwelling couples ranging from newlyweds to parents of young children. A number of significant life transitions occur during these early years of building a family. Julie comes beside clients and steps into the excitement, nerves, and confusion of these seasons. With a clear plan for financial health, she equips and empowers clients so their finances fuel - rather than impede - their dreams. Full Bio
introducing online courses
MERGE is a transformative 6-part money class for engaged and newlywed couples. Invest in your relationship and your future by creating a joint financial plan that will orient your money around what matters to you most.
Young professionals, take charge of your life by learning the essentials of personal finance and set yourself up for years of success. ESSENTIALS is a 6-part online course that will help you create a personalized financial plan and equip you to orient your money around what matters to you most.