Suzette
"Julianne has been my biggest advocate and ally during the most terrifying and uncertain time of my life. Her professionalism, dedication, and expertise made all the difference. I truly don’t…
Kim
"I didn’t even know what a 236(b) was, let alone how to answer the questions! Julianne made me feel like I was going to be okay—even on those nights I…
How to Dive into Business Succession Planning: 10 Key Questions
What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face.…
How to Handle Shared Investments During a Divorce
When navigating the complexities of divorce, shared investments become one of the most challenging aspects to address. It can cause a lot of stress because not only do the investments…
How to Stay Invested in Volatile Markets Without Losing Sleep
Market volatility can feel like a rollercoaster. Thrilling on the way up, stomach-churning on the way down. Even seasoned investors get a little uneasy when the market takes a dive.…
