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.

NAPFA Start Date

March 16, 2023


This Office

Call for an Appointment Hingham, MA 02043 Phone: (978) 821-0964