Julie Quick
CFP®, BFA™,CDFA®
Cultivate Financial Wellness
Founder and Financial Planner
Julie Quick
CFP®, BFA™,CDFA®
Cultivate Financial Wellness
Founder and Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Julie Quick, CFP®, BFA™,CDFA®
Fee-Only financial planner helping women take charge of their financial lives and move from feelings of uncertainty to a place of freedom and well-being.
Meet Julie Quick
Julie Quick, CFP®, BFA™, CDFA® is founder of Cultivate Financial Wellness, where she caters her services to helping women navigate the financial challenges associated with big, emotional life changes, such as the death of a spouse and divorce.
Working with a wide variety of clients throughout her 20+ year career has taught her that financial planning is about much more than numbers—it’s about paying attention to the values, emotions and life experiences of each individual person.
Women, in particular, face unique financial challenges. These may include the long-term effects of the gender wage gap, time out of the workforce to care for family members, and longer life expectancies; all of which can be compounded by a death, divorce and other major life events.
Julie lives in White Lake, Michigan, with her firefighter husband, Jeff, and their two dogs, Sullivan and Luger. When she isn’t working she enjoys yoga, running, traveling and working on home-improvement projects.
Learn more about Julie and schedule a complimentary call at www.cultivatefinancialwellness.com.
Considering or in the midst of divorce? Learn more about Divorce Financial Planning at CultivateDivorce.com.
Julie Quick is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a 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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Julie Quick
Office Locations:
-
999 Weber Ct.
White Lake, MI 48383
