Julie Financial Solutions

As a fee-only CERTIFIED FINANCIAL PLANNER with over a decade of experience in the financial planning industry, Julie has helped hundreds of clients across the country to wisely manage their money. She specializes in serving city-dwelling couples, ranging from professionals building wealth to parents of college-bound children, as they navigate the m... any transitional seasons that occur during these years of building a family. Julie founded Julie Financial Solutions in 2015 to bring financial health to the complex lives of urban professionals across the spectrum of wealth. She prioritizes empowering her clients with the tools to bring purpose and clarity to their financial world to holistically better their lives, families, and communities. In addition to serving clients, Julie promotes financial literacy and health through online courses , her personal finance blog Fiscal Therapy (named one of the Top 30 New York Finance Blogs by Feedspot), frequently providing insights to the media on a range of personal finance topics, and teaching financial wellness classes in her community. Julie is a Certified Public Accountant licensed to practice in the State of New York and a member of the National Association of Personal Financial Advisors and the XY Planning Network . She has been recognized by Crains New York among its Notable Women in Financial Advice . She graduated from Texas A&M University with a Bachelor of Business Administration and a Master of Science, both in Accountancy. Prior to founding Julie Financial Solutions, Julie worked at two financial planning firms in New York City and as an auditor at Ernst & Young. Julie and her husband Tony live with their two boys in New York City. They love the city and are embracing the adventure of raising urban kids. Tony has over a decade of experience in the financial services and legal industries in New York. He is licensed to practice law in New York and is also the principal of Julie Law, PLLC , an estate planning law firm in Manhattan that often collaborates with ...Read More