Julia Lilly

Intro

I help mid-career individuals and families feel more certain about their financial future by providing fully customized financial coaching.

What is your specialization and style of coaching?

I specialize in financial coaching. I meet with individuals virtually (or in person in the Houston area). Through a series of 4-5 meetings we will review the various areas of your financial life and I will provide suggestions to help you feel more confident about your financial future.

What relevant qualifications do you have related to your specialization?

CFP - Certified Financial Planner, ABFP-Accredited Behavioral Finance Program, MBA

What types of clients do you enjoy working with?

I enjoy working with clients who are ready to start moving into more of an abundance mindset, and would like to improve their relationship with their finances. We explore topics such as the role money plays in your life today, your vision for the future, and the money stories that inform how you manage your financial life.

What types of clients get the most value working with you?

The type of clients who get the most value working with me are individuals who have questions or concerns about different elements of their financial life (i.e. cash flow management, investment strategy, estate planning, tax projections, money mindset) and are looking for a unbiased advisor who can help bring their financial life into focus.

What’s inspiring you lately?

What is inspiring me lately are stories of communities showing up for one another, and helping their neighbor. In an increasing polarized world, it gives me hope when I see examples of people coming together to support one another and remembering our shared humanity.

Anything else you want to include in your profile?

I enjoy reading (or listening!) to a broad array of books, staying active, and helping out at my children’s school. I also serve as a volunteer financial coach with Savvy Ladies, a free financial help line for women.