Julia's Planning

Introduction: Thank you for reading my bio. I have earned my master degree in Taxation and Financial Planning in 2012, became a fully licensed adviser and have been serving clients ever since. I am passionate about building a life time relationship with my clients, not just on a professional level, but also on a personal level. Educating clients about their finances is critical in the process of the planning. While helping clients achieve their goals, I want to make sure that they are having fun doing it, that they are establishing a healthy financial lifestyle, that they are transforming themselves to stronger characters in building their American dreams, that they are sharing the experience with their loved ones. Financial Planning is a holistic process, clients not only will get detailed analyses on how accurate their social security benefits are, how efficient their investment portfolios have been working, and how their retirement and insurance planning should be structured in the future; but also will they learn about tax-related strategies that may save them years of fall backs and prepare them wisely for the years to come. The first meeting which is the discovery meeting will be complimentary. I am fortunate to have clients that come from all cultural backgrounds and levels of education. Many of my clients are referred to me by friends and family. I am straight forward and honest. I am a believer of building a solid relationship that is based on respect and trust. Hope that you find my message helpful in getting to know me. If you choose not work with you, I wish you a journey of prosperity, happiness and health. Please keep this in mind that finding your true purpose of money is to find your true purpose of life. Thank you! Julia