Julie Linehan

Whether you have multiple streams of income or your income varies each year, our team can create the blueprint to meet your goals. We will never just hand over the plan and leave you to figure it out alone. Our team will walk you through each step of the way, celebrating wins and recalibrating as needed.

My team and I have a unique skills for assisting people through transitional periods in life, visualizing big goals, and setting a course to maximize the return on those goals. We specialize in wealth advising for attorneys, recruiters, sales professionals, and small business owners. Clients choose our team because we provide clarity and strategic approaches to accommodate variable compensations, and we help them see that early retirement and financial security are possible. Clients trust us to help them confidently reach their goals and dream even bigger than they imagined.

You can reach us via email with the yellow “Let’s Connect” button on our website, or with a quick phone call – we appreciate your time and will never waste it.