Financial Counselor with
13+ Years of Adult Learning Experience.
Helping your clients with their finances can be overwhelming, especially now in the COVID-19 crisis. I’ll help you make a plan… right where you are. I will work with you remotely to help you learn to assess the needs of your clients and build a strategy for moving them towards financial independence.
In the past, I have supported caseworkers and clients in a domestic violence safe house. I have tried and tested tools and resources to help you so you can focus on helping your clients.
The program includes:
Initial 1-hour consultation
2-hour strategy and implementation meeting
3 weeks of email access for follow up issues
What’s the catch? There’s isn’t one. This program is 100% available as a community service.
I’m not selling or promoting anything.
All I ask in return is your feedback on the program
What People Say
With her passion and expertise, Julie has played an instrumental role in supporting our clients to achieve the ultimate goal of financial independence.