Julie A Martinez

"How's your financial health?" Many people can't confidently or accurately answer this question. They guess, stress or avoid the topic altogether and hope for the best. I'm dedicated to helping others understand and improve their financial health because, in my opinion, it's the cornerstone of our well-being.

I believe money runs through all things and is a means to fulfill what's most important to each of us. However, today's digital world full of do-it-yourself rhetoric, get-rich-quick schemes and ads touting the latest investment trends can be confusing. Furthermore, most people don't have the knowledge, time or resources to effectively manage a financial strategy on their own. Often, they resort to financial advice that consists of an algorithm or calling a 1-800 number to speak with someone they've never met.

You deserve better. Through a collaborative effort and goals-based approach, you and I will translate your financial goals into a holistic, actionable investment strategy that is anchored to what you value most.

Working in financial services for over 15 years has equipped me to serve a variety of needs, and I especially enjoy serving the following:

-- Women: I understand the unique needs of women and seek to inform and empower.
-- Local businesses: Discover solutions that not only support your personal financial goals, but also improve the financial health of your business and its employees.
-- Those in transition: I help my clients navigate important decisions during periods of change. Whether you're dealing with divorce, changing jobs, moving, the loss of a loved one, etc., it's critical that you remain informed and supported throughout the experience.

In addition to being a financial advisor, I am also a wife, a mother and a friend. I seek to serve others and make meaningful contributions to my community. I would love the opportunity to get to know you. Contact my office to schedule a complimentary consultation.