Julie Lawrence (BA, CDFA, CFP®)

Julie Lawrence focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Divorce Planning
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

If you are like most people, you worry about your financial future.  We can help. 

  • Flat retainer, full-service financial planning. From cash flow to estate planning, we can work with you every step of the way.
  • Fee-only financial advice. We sell no products and receive no commissions. 
  • A comprehensive approach to your goals. Our team will work within all areas of your financial life: tax planning, savings and investment strategies, insurance, estate planning, retirement planning, budgeting, and more.
  • Planning for your current lifestyle as well as the future. Our financial plans are living documents; they change as your circumstances change. We help set realistic goals and offer advice every step of the way.
  • Ongoing Communication and Advice. Your annual retainer fee allows you to call or e-mail us any time during the year, in addition to your regularly scheduled appointments - at no extra cost to you.

 

HOW WE CAN HELP.

What often happens is that you go to a stockbroker for investment advice, an insurance agent to buy insurance, an accountant for tax preparation, and an attorney for estate planning. All of them can give you great advice about their area of expertise, but it's a bit like deciding what the puzzle is, based on only one piece. Is it any wonder that the pieces then don't fit together?

With the right help, you can put them together successfully. Instead of just telling you what to do, we work together with you, providing you with easy-to-understand recommendations and helping you implement them every step of the way.

Additional Information

Julie Lawrence opened Lawrence Financial Planning in 2009.  She has more than 28 years of experience in finance and management. She holds a B.A. in Management from National Louis University. Julie passed the rigorous, ten-hour comprehensive CFP® Board examination in 2003.

Both Julie’s professional experience and life skills have prepared her for personal financial planning. As a mother of three, she knows the challenges of funding college educations, timing retirement, managing investments, selecting insurance, and developing estate plans.

Julie has been quoted in Financial Planning magazine, Investment News, NAPFA Advisor magazine, the Saint Petersburg Times, MSNMoney.com, the Chicago Tribune and FinancialPlanning.com. She serves as a mentor for new ACP financial planners, volunteers with Building Homes for Heroes, and is an active member of both the Alliance of Comprehensive Planners and NAPFA.

Julie has lived in Florida since 1977. She has three children. In her spare time she practices Pilates, walks, and goes kayaking.

NAPFA Start Date

April 23, 2002

Submit
Submit

This Office

8565 W Linebaugh Ave Tampa, FL 33625-3731 Phone: (813) 961-4930 Fax: (813) 961-4930