Julie E. Hall, CFP®, CFT-I™, MSF

Julie has helped clients make smarter decisions with their money for 20 years.  Julie has served as an advisor and director of financial planning throughout her career.  She feels privileged to understand her client's vision, values, and goals for their money and to be able to partner with them to provide ongoing financial clarity throughout all phases of their life.  The following are ways that Julie provides value to her clients: 

• Financial life organization
• Financial planning (all areas)
• Proactive, holistic, tax-sensitive approach
• Portfolio management
• Ongoing coordination with your team of professionals
• Accountability and behavioral coaching
• Personalized, actionable advice that is delivered with care

Julie attended Eastern Michigan University, graduating with a Bachelor of Business Administration in 2002 (BBA).  She later earned a Master’s in Finance (MSF) focused on personal financial planning from Walsh College in 2009.  Julie also obtained the CERTIFIED FINANCIAL PLANNER ™ Professional designation in 2009 and the Certified Financial Therapist-Level I™ Professional designation in 2021.

Julie is a member of the Financial Planning Association and the Financial Therapy Association.  Julie is currently serving on the board of the Financial Planning Association of Michigan as the Michigan Advocacy Director and Michigan President-Elect for 2023.  Julie is a member of the Financial Planning Association's Executive Advisory Counsel and National Public Policy Counsel for 2023.

Julie, her son Owen, and their dog Jones reside in New Hudson, Michigan.  Julie's adult daughter, Emma, resides in Wylie, Texas, with her family, including her beautiful granddaughter, Eve. 

Check out some of Julie's thoughts in the news: 

4 Things You Should Know About Working Past 65

https://www.thinkadvisor.com/2021/03/30/advisors-react-to-bernie-sanders-estate-tax-bill/

https://www.fa-mag.com/news/advisors-worry-biden-tax-plan-will-hurt-client-raises--retirement-plans-and-stock-market-61263.html

https://www.investmentnews.com/house-tax-proposal-would-close-door-on-popular-back-door-roth-ira-conversions-211495

https://www.marketwatch.com/story/im-no-hedonist-but-i-want-to-build-our-next-home-for-retirement-my-wife-says-no-weve-saved-3-million-what-should-i-do-11632499245

https://www.thinkadvisor.com/2021/09/22/advisors-biggest-annuity-concerns-advisors-advice/?kw=Advisors%27%20Biggest%20Annuity%20Concerns:%20Advisors%27%20Advice&utm_source=email&utm_medium=enl&utm_campaign=dailywire&utm_content=20210922&utm_term=tadv

https://www.nextavenue.org/guide-to-giving-to-charity-2021/

https://www.policygenius.com/taxes/news/smart-tax-refund/

Advisory services are offered through Vision Capital Partners, Inc.

Julie Hall is not registered through Triad Advisors.