Julie Lawrence

Lawrence Financial Planning, LLC

Financial Advisor

Julie Lawrence

Lawrence Financial Planning, LLC

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Julie Lawrence

(813) 961-4930

Fee-Only financial planner located in Tampa, FL, serving clients locally and across the country

Meet Julie Lawrence

Julie Lawrence is a fee-only financial advisor at Lawrence Financial Planning, LLC, located in Tampa, FL. 

Lawrence Financial Planning was opened to provide you with the kind of financial help you really need. As a fee-only planning firm, our goal is to help you prepare for your financial future.

Our role as planners is to help you figure out where your money goes every payday, how to save for retirement, can you pay for college, how do you pay less taxes, and what is the best plan to protect your family if something happens to you. Yes, we also help with all those other decisions such as where to invest your 401k, reducing school loans, what to do with stock options, how to invest your retirement savings, and many others.

When you talk with us, we will provide you with straightforward solutions, no sales pitch, no commissions. We charge a flat fee that is calculated based on the complexity of your work, which includes what you own, what you earn, and other factors. The fee does not go up and down based on the performance of the stock market.

If you feel you can use guidance with your finances, some great ideas to improve your financial life, and a partner who wants to help you succeed, come visit us at Lawrence Financial Planning.

Julie Lawrence is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Julie Lawrence is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Julie Lawrence

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Office Locations:

  • 8565 W Linebaugh Ave
    Tampa, FL 33625

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