Fee-Based Planning

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.

  • Retirement Viability
  • Accumulation Projections
  • Investment Analysis
  • Insurance Reviews
  • Divorce Financial Planning and Coaching

Professional Qualifications:

  • Certified Divorce Financial Analyst®
  • Series 6, 7, 63, 66 Investments Licensed
  • Variable Life and Annuities
  • Licensed since 1987 in Life, Accident and Health

 Memberships:

  • Member Institute for Divorce Financial Analysts
  • Member of Association of Divorce Financial Partners
  • Associate Member NAIFA over 20 years
  • Board Member Exceptional Ops, 2016 – Present

 

 

Julie Matulia, CDFA®

Investment Advisor and Financial Planner

770.375.1660

 

Check out my background on FINRA’s Broker Check at:   http://brokercheck.finra.org/

Planning Services

Fee-Based Financial Planning

Divorce Planning

Federal Employee Planning

Special Needs Planning

Investments Management

Insurance Management