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  • Home
  • About
    • About Us
    • Our Process
  • Services
    • All Services
    • Women & Investing
    • Divorce Planning
    • Financial Planning & Asset Management
    • Women in Financial Transition
  • Financial Planning
    • Investment & Retirement
    • Divorce Financial Services
  • Resources
    • Divorce Workshops
    • Worksheets & Checklists
    • Blog
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    • Useful Links
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Read more about the article Your Journey – Step 6: Investing In You

Your Journey – Step 6: Investing In You

  • Post author:admin
  • Post published:March 17, 2017
  • Post category:Videos: 6-Step Journey

"Ever heard that saying 'a penny saved is a penny earned'? Well this is how it happens." The opinions voiced in this material are for general information only and are…

Continue ReadingYour Journey – Step 6: Investing In You
Read more about the article Your Journey – Step 5: Annualize Your Budget

Your Journey – Step 5: Annualize Your Budget

  • Post author:admin
  • Post published:March 17, 2017
  • Post category:Videos: 6-Step Journey

"We're going to create a bill schedule for you...remember: the more information you share, the more honest you are with yourself and your budget, the better things will be." The…

Continue ReadingYour Journey – Step 5: Annualize Your Budget
Read more about the article Your Journey – Step 4: Make a Financial Paydown List

Your Journey – Step 4: Make a Financial Paydown List

  • Post author:admin
  • Post published:March 17, 2017
  • Post category:Videos: 6-Step Journey

"Let's review a strategy for getting those debts paid down quicker than you thought possible. Starting with the smallest balance." The charts in this video are for illustrative purposes only. The…

Continue ReadingYour Journey – Step 4: Make a Financial Paydown List
Read more about the article Your Journey – Step 3: Minimize Your Temptation

Your Journey – Step 3: Minimize Your Temptation

  • Post author:admin
  • Post published:March 17, 2017
  • Post category:Videos: 6-Step Journey

"If you're already struggling with finding your financial freedom, the last thing you need is another credit card." The opinions voiced in this material are for general information only and…

Continue ReadingYour Journey – Step 3: Minimize Your Temptation
Read more about the article Your Journey – Step 2: Finding a Good Tracking System

Your Journey – Step 2: Finding a Good Tracking System

  • Post author:admin
  • Post published:March 17, 2017
  • Post category:Videos: 6-Step Journey

"Our lives are so busy and things just get in the way. That's why it's so important that this process becomes part of your routine." The opinions voiced in this…

Continue ReadingYour Journey – Step 2: Finding a Good Tracking System
Read more about the article Your Journey – Step 1: Gather Important Documents

Your Journey – Step 1: Gather Important Documents

  • Post author:admin
  • Post published:March 17, 2017
  • Post category:Videos: 6-Step Journey

"Sometimes, it's easy for us to turn our heads or look away if it's something that makes us uncomfortable. But hey, you're here. That mean's you're ready to take control.…

Continue ReadingYour Journey – Step 1: Gather Important Documents
Read more about the article A 6-Step Journey To Your Financial Future

A 6-Step Journey To Your Financial Future

  • Post author:admin
  • Post published:March 17, 2017
  • Post category:Videos: 6-Step Journey

"Talking about money is really intimidating sometimes, even for me. But helping people invest and manage their financial future is something that I do...you deserve to feel confident." The opinions…

Continue ReadingA 6-Step Journey To Your Financial Future

julianne financial

Julianne Lepo, CDFA®
CEO & Financial Advisor
Julianne.Lepo@lpl.com
Full Biography | Get to Know Me

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

julianne financial

Diane George
Marketing Director

Diane.George@lpl.com

Amanda Kasarjian
Business Operations Manager

Amanda.Kasarjian@lpl.com



Investment advice offered through Silver Grove Advisory Services, a registered investment advisor. Silver Grove Advisory Services, and Turning Tides Financial are separate entities from LPL Financial. The entities listed above are not affiliated with Turning Tides Financial and LPL Financial. The entities listed above are not affiliated with Turning Tides Financial and LPL Financial.

julianne financial Julianne Lepo, CDFA®
CEO & Financial Advisor

Julianne.Lepo@lpl.com
Full Biography | Get to Know Me
716.800.4290 | info@turningtidesfinancial.com

julianne financial

Julianne Lepo, CDFA®
CEO & Financial Advisor
Julianne.Lepo@lpl.com
Full Biography | Get to Know Me Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

julianne financial

Diane George
Marketing Manager

Diane.George@lpl.com

Amanda Kasarjian
Business Operations Manager

Amanda.Kasarjian@lpl.com

Client Account View • LPL Financial • SEI Log In • Orion/TD Ameritrade

Contact Info

4476 Main Street, Suite 204-C
Amherst, NY 14226

4201 North Buffalo Rd
Orchard Park, NY 14127

 

716.800.4290
Julianne.Lepo@lpl.com

Turning Tides Financial, LLC

5500 Main Street, 
Suite 215, 
Williamsville, NY 14221

Phone: (716) 800-4290
Email: julianne@turningtidesfinancial.com

Schedule An Appointment

Check the background of this investment professional on BrokerCheck by FINRA.

Investment advice offered through Silver Grove Advisory Services, a registered investment advisor. Silver Grove Advisory Services, and Turning Tides Financial are separate entities.

© 2025 Turning Tides Financial, site by New York Marketing.
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