Financial Compass
Julie creates warm, honest, long-term relationships with clients, connecting your life plans to your money.
I specialize in providing investment management as a Fee-Only, Certified Financial Planner® to near-retirees and retirees who seek fulfilling, transparent relationships, and ongoing managment. We do the heavy lifting in your financial life, so you can focus on living your BEST life.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.