Broker Check
(734) 356-3250 
Julie E. Hall, CFP®, CFT-I™, MSF

Julie E. Hall, CFP®, CFT-I™, MSF

Julie has helped clients make smarter decisions with their money for over 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 delivers 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
  • Time-saving
  • Peace of mind

Julie attended Eastern Michigan University, graduating with a Bachelor of Business Administration in 2002 (BBA).  She later earned a Master’s in Finance (MSF) from Walsh College, specializing in personal financial planning 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 serves on the board of the Financial Planning Association of Michigan as the Michigan Membership Chair and Michigan President for 2024.  

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.