- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Estate Planning
- Cash Flow and Budgeting
- High Net-Worth Clients
- Women's Financial Issues
Lutz, FL 33548
Julie Lawrence is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Serving the Tampa Bay area as a fee-only financial planner, Julie Lawrence has more than 22 years of experience in finance and management. She holds a B.A. in Management from National Louis University. Julie passed the rigorous, ten-hour comprehensive CFP® Board examination in 2003.
Both Julie’s professional experience and life skills have prepared her for personal financial planning. As a wife and mother of three, she knows the challenges of funding college educations, timing retirement, managing investments, selecting insurance, and developing estate plans.
She has been quoted in Financial Planning magazine, Investment News, NAPFA Advisor magazine, the Saint Petersburg Times, MSNMoney.com, the Chicago Tribune and FinancialPlanning.com. Julie has also been interviewed by Channel 13 FOX News.
Julie belongs to the following groups:
- Alliance of Cambridge Advisors
- Carrollwood Area Bar Association
- Carrollwood Service League
Julie has lived in Florida since 1977. She is married with three children. In her spare time she practices yoga, fishes, and goes kayaking.