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(734) 356-3250  MICHIGAN(419) 824-8200  OHIO 
Julie E. Hall, CFP®, CFT-I™, MSF

Julie E. Hall, CFP®, CFT-I™, MSF

Julie has strived to help clients make smarter decisions with their money for 20 years.  Julie has served as an advisor as well as director of financial planning throughout her career.  She feels privileged to listen as clients reveal what they value most in their lives and then partner with them to design an ongoing actionable wealth plan specifically around those values. 

Julie attended Eastern Michigan University, graduating with a Bachelor of Business Administration in 2002 (BBA).  She later earned a Master’s in Finance (MSF) with a focus in 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 for the Financial Planning Association of Michigan for 2022 and as the FPA of Michigan Advocacy Director for 2022.  Julie is serving as a member of Financial Planning Association's National Public Policy Council for 2022.

Julie and her son Owen and their dog Jones reside in New Hudson, Michigan.  Julie's adult daughter Emma, now resides in Dallas Texas with her cat Jasper. 

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

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.policygenius.com/blog/inflation-prices-rising/

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/personal-finance/news/how-much-inflation-costs-you/

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

Advisory services offered through Vision Capital Partners, Inc.

Julie Hall is not registered through Triad Advisors.