Julia Colantuono (CFP®)
Julia Colantuono focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Financial Psychology/Coaching
- Socially Responsible Investments
- Tax Planning
- Women's Financial Planning Issues
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Financial Psychology/Coaching
- Socially Responsible Investments
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
As your business grows, you will have questions like, “What should I do with this extra cash flow?” “How much should I be paying myself?” “How can I plan for and save on taxes?” “When will I be ready to make the next big investment in my business?” The answers to these questions depend heavily on your unique situation and core values. The framework I help you create will clarify your goals and simplify your choices, making it easier to see the best path forward.Additional Information
I help purpose-driven entrepreneurs grow their wealth so they can grow their impact. Entrepreneurs have a mindset that sets them apart from others. They are intentional, self-determined, they value systems and processes, and know that time is their most valuable resource. The financial planning work I do caters to this unique mindset by designing a framework to simplify financial decisions, all while encouraging entrepreneurs to continue investing in themselves and their businesses.NAPFA Start Date
March 16, 2023
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no assurance that you will experience a certain level of results or satisfaction if you
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