Julie Lawrence opened Lawrence Financial Planning in 2009. She has more than 28 years of experience in finance and management. She holds a B.A. in Management from National Louis University. Julie passed the rigorous, ten-hour comprehensive CFP® Board examination in 2003.
Both Julie’s professional experience and life skills have prepared her for personal financial planning. As a mother of three, she knows the challenges of funding college educations, timing retirement, managing investments, selecting insurance, and developing estate plans.
Julie has been quoted in Financial Planning magazine, Investment News, NAPFA Advisor magazine, the Saint Petersburg Times, MSNMoney.com, the Chicago Tribune and FinancialPlanning.com. She serves as a mentor for new ACP financial planners, volunteers with Building Homes for Heroes, and is an active member of both the Alliance of Comprehensive Planners and NAPFA.
Julie has lived in Florida since 1977. She has three children. In her spare time she practices Pilates, walks, and goes kayaking.
To help you reach your goals, our fee-only services include, but are not limited to:
General financial planning
Investment Portfolio Review
Asset Allocation and Investment Implementation
Stock option review
Budgeting and Record Keeping
Estate planning strategies
Lump sum distribution advice