Julie Quick (BFA™, CDFA, CFP®)

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

  • Divorce Planning
  • Estate & Generational Planning Issues
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

I partner with women going through or anticipating a major life change such as the death of a loved one, divorce, job change or retirement. I'll help you clear away the confusion and uncertainty to achieve a sense of financial freedom. Some of my services include:

  • Transition services including asset distribution or division after a death or divorce

  • Income & expense analysis and budgeting

  • Tax planning strategies

  • Goal setting and progression

  • Saving & Investment Management

  • Retirement planning

  • Social Security strategies

  • Optimizing employer benefits

  • Estate and legacy planning

  • Insurance needs and risk analysis

There are two ways we can work together:

My all-in-one Ongoing Financial Planning with Investment Management service addresses the interconnectedness of all aspects of your financial life and serves as the blueprint for how to live intentionally. Financial planning cultivates a fulfilling life by identifying where you are now, where you want to go, and then aligning your dollars with your values.

If you need help with just a few topics or don’t yet need a comprehensive financial plan, my Focused Financial Advice offering may fit your life best .

Schedule a complimentary conversation to get started and know for sure that you want to work together. I look forward to hearing from you.

Additional Information

My parents divorced when I was eight years old. Overnight, my mother went from a stay-at-home mom to a single mother of four girls who had to work as she went back to school.

Money became tight. Even at that young age, I understood the vulnerable position my mom was in and how quickly financial security could change—especially for women.

The next formative money moment in my life came much later, in 2000 when I was in college. I wanted work experience in business and I came across a listing for a part-time job at a consulting firm—which turned out to be a financial services company.  

During my time there I realized that financial planning is about much more than numbers—it’s about paying attention to the emotions and life experiences of each individual person. As a result, I discovered a passion for helping others plan out their financial lives in a meaningful way that continues to this day.

Over the years that followed, I furthered my education and gained vast experience working with a variety of clients. But the ability to partner with courageous women who emerged from their challenges with grace, strength and resilience was the most fulfilling. After twenty years, I decided it was time to put my complete focus on guiding women through those difficult times. And Cultivate Financial Wellness was born.

When I’m not working, I love doing anything to do with fitness, but my favorite activities are yoga, running and walking my two dogs, Sullivan and Luger. I also enjoy cooking, traveling, and working on home improvement projects with my husband, Jeff. (Although, he might say I enjoy those home projects more than he does!) 

NAPFA Start Date

May 08, 2020


This Office

Call for an Appointment White Lake, MI 48383-2793 Phone: (248) 963-1223