Proven • Trusted • Independent
Services
We welcome individuals, families, non-profit organizations and private foundations.
We will serve as your personal advisor and help you navigate your significant financial decisions and organize your financial affairs – all to your best advantage.
We know the right questions to ask and the right analyses to perform to remove uncertainty and improve your financial confidence and sense of financial well-being.
These are the services we offer, each customized to your particular needs:
Investment Portfolio Evaluation, Oversight, and Second Opinions
Financial Check-ups
Personal Financial Support, Organization, and Education
Financial Coaching
Digital Organization of Important Financial and Non-Financial Personal Records
Trust and Private Foundation Administration
Review and Evaluation of Insurance Coverage
Personal Finance Guest Speaker and Workshop Presenter
We specialize in helping those who:
Have experienced a change in household structure or significant life event (change in employment, divorce, illness, loss or aging of a partner or financially connected relative, geographical move, property sale, etc.).
Don’t have experience, confidence, or interest in financial matters.
Are too busy with other aspects of life to devote the necessary time to personal financial management.
Value the oversight and support of independent financial counsel.
Seek a professional personal finance guest speaker and workshop presenter.
Here is how we work with individuals and families:
We have an initial meeting with you to understand your specific needs and concerns, and to discuss how we can help.
We develop a plan that will work for you, including a schedule of when and how frequently to meet. This plan can evolve over time as your personal circumstances change.
We ensure your privacy. All of our conversations and work are confidential.
Here is how we work with foundations and non-profits:
We have an initial meeting with stakeholders to understand the specific financial and strategic issues and the investment portfolio purpose, and discuss how we can help.
Based on the financial and investment concerns of your foundation or non-profit organization, we will develop a plan that will work for you. This plan will include the steps that will be followed to assess the financial or strategic matters, the RFP process, and a schedule of when to meet.
We ensure the privacy of your organization. All of our conversations and work are confidential.
Personal Finance Guest Speaker and Workshop Presenter:
Julie is a frequent, invited guest speaker on investment and personal finance topics. She speaks to a range of audiences, from young professionals to senior citizens.
For example, she was an invited presenter for the Blue Cross Blue Shield’s Young Professionals group and a featured speaker at Wayne State University’s Institute of Gerontology.