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

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.