Julie’s Story | Tax Preparation Phoenixville, PA

Julie’s Story

My story…

I recently heard a speaker talk about what are called SEEs- significant emotional events. These significant emotional events have such a profound impact on an individual that they have the capacity to change your perspective in life, your value system and your view of the world.

I experienced what I believe to be such an event when about 15 years ago I found myself in transition as I became divorced and a breadwinner with the future of four young children depending on me for their every need. I was truly terrified and not sure where to turn. I decided that I could frame this situation as an opportunity for personal success or, as I now call it, victory over obstacles or I could become a victim of circumstance.

That situation was the catalyst for my career as a Certified Financial Planner. I knew I had to understand financial concepts in order to deliver what was needed for my family. I also knew that my in depth understanding of the stress associated with financial insecurity would provide a genuine respect for the needs and concerns of my clients. I needed to be the best I could be for all.

Since then I have aspired to multiple designations including a Masters degree in financial services. I am proud to say that I have spent many hours listening to clients and providing strategies to accomplish their own financial goals or, as I say, their own victories, such as sustainable retirement income, building savings, providing a legacy or educating children. Money is not everything but without financial security, it is difficult to enjoy all that life has to offer and it can be very frightening and stressful. I understand how important that can be and I am rewarding by helping my clients reach their best outcomes with understanding of their priorities and needs.

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