Hi, I am Julie, a certified financial planner and financial coach, exclusively for women who have lost their partner.
Do the words money and financial advice make you feel complete at ease? You are not alone!
When you have lost your partner, you are probably feeling lots of things, all at once, except for the times when you feel numb. So not feeling completely at ease about money makes sense. I work with women just like you, supporting them to feel confident not only about money, but this future they had not planned for.
As a qualified financial planner, I will help you answer these questions:
- Do I have enough?
- Can I still afford to…?
- How do all of these pensions and investments work?
- Do I need to go back to work?
- What about my family?
- What do I do with all of this paperwork?
I will help you know your numbers so that you can make decisions that don’t compromise your financial security. Freeing you to spend and plan without worry.
Here’s a secret though – it’s not about money!
As a certified financial coach, I will support you manage the emotions and behaviours around money. This is where the magic happens. Because if money is one commodity, arguable, the more important one is TIME. I will help you explore the big questions about the future and what do you do now with your time.
A little bit about why working with you is important to me… I have lived through a number of traumatic events. I know how it feels when your brain is overwhelmed and it’s all you can do to remember to breathe and make it to the end of the day. For a few years I was just existing, not living. It was training as a financial coach that “woke” me up. I realised that my belief that money wasn’t important, was a belief that I wasn’t important, in disguise. It wouldn’t be overstating it to say this changed my life. I started living again with a sense of purpose and bounce out of bed (most) mornings. I want to help you live, not exist.