Setting financial goals is about more than just saving money; it’s about creating a roadmap for the life you want to lead. This workshop is designed to help you distinguish between your immediate needs and your future aspirations. We will explore how to categorize different financial priorities—from short-term goals like building an emergency fund or planning a vacation, to long-term dreams like buying a home or investing for retirement. Join us to learn the fundamentals of setting realistic milestones and gain the tools to stay on track, ensuring your daily spending aligns with your biggest goals.

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Meet Jullie

Jullie has more than 18 years of financial advising experience. As senior wealth advisor, Julie utilizes deep financial services knowledge to enhance the client experience for Weaver Capital Advisor clients. She works collaboratively with clients to solve problems and identify gaps, taking a data driven approach to increase confidence about achieving both short and long-term financial goals. With an emphasis on estate planning, Jullie brings market expertise and a thorough approach to understanding her clients’ full financial picture, leveraging Weaver’s open architecture platform as the foundation for long-term success. Jullie has deep experience working with clients in the technology and medical sectors, focusing on company stock planning, planning for liquidity events and transition planning. Jullie is also a passionate advocate for financial literacy and believes that each conversation should be centered around education and a clear understanding about how life layers onto finances.

Before joining Weaver, Jullie served as VP Financial Consultant at Charles Schwab, where she led business plans, built relationships and drove business development. Jullie earned a Bachelor of Arts in mass communication and philosophy from Carleton University in Ottawa, Canada.