Spring invites reflection and reset. As tax season looks backward, thoughtful planning helps connect what 2025 taught us with what we want from summer and beyond, turning financial clarity into choices that support a more meaningful, intentional life.
Grief hits hard, but love hits harder. Julia explores how personal loss illuminates the power of planning, clarity, and caring for those we love. Choosing love fully, knowing pain is inevitable, is fearless, messy, and absolutely punk rock.
Julia chatted with Rita Silvan from The Globe and Mail about the role of emotional intelligence in wealth management and how connecting with clients as individuals leads to better outcomes.
Julia joined Michèle on the Differentiation with Michèle podcast to share how using our gifts, planning intentionally, and making thoughtful decisions can truly support the people we care about.
What is “Human-Led Financial Planning”? The Wealthy Barber, Dave Chilton and Julia had a great time talking about money, mindset, people, cash flow.