Julie Quick, CFP®, CDFA® Cultivate Financial Wellness

About Julie Quick, CFP®, CDFA®, BFA™

Julie Quick, CFP®, CDFA®, BFA™ 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.

Contact this advisor

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Divorced Women
  • Widow/Widower
  • Women in Transition

Ways Advisor Charges

  • Quarterly Fee

Fee Options

  • Quarterly Fee: $1250+/qtr

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Loading...