With a 45 minute complimentary consult to evaluate your situation, I am looking at both opportunities and concerns, as well as if and how I can provide a meaningful service. I will explain my fees, both initial and ongoing. If you decide to move forward, we will begin the process of creating your financial plan. Our relationship will continue for annual reviews for a nominal ongoing fee. For investments and insurance management clients, your management fee includes plan reviews.
Call 770.375.1660 or email, Julie@JMFPLLC.com for a sample plan
or to schedule a consultation.
As a Fee-Based Planner, we model financial plans at various levels of detail.
Julie Matulia, CDFA®
Check out my background on FINRA’s Broker Check at: http://brokercheck.finra.org/
Fee-Based Financial Planning
Federal Employee Planning
Special Needs Planning