Julie A Colbert

As a Wealth Management Advisor, Julie looks at your financial big picture and recommends the right mix of insurance and investment strategies in one integrated financial plan - aligned with your values and goals - so you can live your life by design, the way you've always wanted. 

Discovery

We start by thinking about the problem. This is where clarity is achieved around your goals and planning gaps are identified.

Creative solutions

The second phase is where we think about the solutions and make decisions and make decisions to close the gaps.

Strategy deployment

The third phase is where we orchestrate a timeline to help achieve your desired results.

Results management

The final phase is organic. We routinely monitor and adjust your plan as your life evolves.