Claim your financial freedom.
Get the financial guidance you need to become your best.
You can improve your overall well-being with deliberate and intentional planning.
I’ll be your guide to eliminating uncertainty and finding peace of mind.
Expert financial advice for women everywhere.
Navigate the uncertainty of a major life change with a trusted, experienced partner by your side.
Learn how to make smart,
values-based decisions with your money.
Build a long-lasting financial relationship based on mutual trust and shared values.
Life can change fast.
Major life events can shift your perspective in an instant. Overwhelmed by the death of a loved one? Wondering if you can maintain your lifestyle after a divorce? You may be feeling grief, vulnerability, and insecurity—about yourself and your money.
I’ll help you clear away the confusion and achieve financial clarity, instead.
How We’ll Work Together
Cultivate Rapport
Schedule a free initial meeting so we can get to know each other and see if we’ll make a good fit.
Cultivate Clarity
Next, we’ll address your most immediate needs by getting your current financial life organized.
Cultivate Confidence
Your financial planning strategy will help you clearly see a confident future as we optimize your finances.
Cultivate Wellness
Find fulfillment as our ongoing partnership proactively addresses life changes and keeps you aligned with your goals.
I host digital engagements so you can get personal and expert financial advice no matter where you are.
What I’ll Do For You
I’m a fiduciary.
That means my recommendations are always about what’s right for you and no one else (including me).
I’m also fee-only.
You pay a set amount for advice, and I will never try to sell you a product or make recommendations that benefit me instead of you.
My Services
Financial Planning with Investment Management
or
Divorce Financial Planning
Do You Know How a Major Life Event Would Affect Your Finances?
Find out the top 10 things you should do after a death or divorce.
Download my free guide to learn more.
A Little About Me
Hi, I’m Julie.
Over my 20+ year career, I’ve learned that women face unique financial challenges. These may include time out of the workforce to care for family members, wage discrepancy, and longer life expectancies, which can be compounded by a death or divorce.
As founder of Cultivate Financial Wellness, I use my personal and professional experience to help women take charge of their financial lives and move from feelings of confusion to a place of freedom.
Join other women who are cultivating their financial freedom.
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Trusted Partners
I have chosen to affiliate with these trustworthy and forward-thinking organizations in financial services because I believe our combined efforts will help us achieve your goals. These affiliations are completely independent from Cultivate Financial Wellness and one another. My compensation only comes from you – my client.