Providing this gift to my family does not have a price. Over several months and sessions we accomplished a lot and Julia’s contribution was necessary and very valuable. Julia has the accounting background, people insights and care about her client success — all of which were used in our process.
Overall I would recommend Julia as a financial advisor who cares deeply about her clients and is always there to adjust the plan should changes or challenges arise.
After meeting with Julia and sharing with her all our confidential financial details, she was able to extrapolate and compile all our particulars. She then arranged a meeting where she presented us with a very complete portfolio of our affairs. This was preceded by a comprehensive explanation of our situation whereby if all needs maintain the same, she confirmed and assured us that we are able to retire at 49 and 50. We feel that Julia is our personal ‘CFO’ and we do not hesitate to contact her when we have any financial doubts or concerns.
We are very impressed with Julia’s professionalism and attention to detail and we highly recommend her to anyone who has ever wondered about their current financial circumstances. She has definitely given us peace of mind.