Julia Lilly, CFP®, ABFP®, MBA
she/her/hers
One Time Fee
$3,600+
Hourly
$250/hr
- Families with Children
- Newlyweds/Couples
- Veterans/Military Personnel
- Individual
- High Net Worth
- Budgeting
- Employee Benefits
- Investments
- Tax Strategies
- Mid-Career Planning
I am an advice-only planner making financial planning more accessible to families and individuals who struggle to find unbiased financial advice.
My clients share some of the following characteristics - do any of these sound like you?
⭐️ Income over $200K annually
⭐️ Seeking to align financial priorities with a broader financial plan
⭐️ Interested in understanding your unique money mindset
⭐️ Looking for an investment strategy tune-up
⭐️ Curious about the best approach to saving for kids’ education
⭐️ Not sure whether you have the right pieces in place for retirement
⭐️ Receive equity compensation but don’t understand how it all works
⭐️ Want to optimize tax strategies
⭐️ Have little to no estate planning or insurance planning in place
⭐️ Not confident about how much money is being spent on a monthly/annual basis and need ideas on the best way to start tracking things
If any of the above characteristics sound like you, let's talk! Reach out to schedule a complimentary introductory meeting. https://calendly.com/ryfi-julia/free-introduction
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