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My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
GenX, Retirees or Seniors, Women & Female Leaders
Major Milestones I Specialize In
Funding Education, Retirement Planning, Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Julie A. Drainville, CFP®, ChFC®, EA, came to financial services as a result of life experiences that impressed upon her the importance of solid financial advice and personalized planning. Her fiduciary approach to wealth management is intentionally through an integrated planning and tax lens, considering how each choice may affect long-term wealth, liquidity, and legacy while balancing individual and family priorities. This is a relationship business. Retirement may last 20 to 30 years and your assets could outlive you. Along the way, thoughtful planning helps clients live in the moment and have assurance for the future. Julie serves a diverse clientele, actively listening and empowering clients to make informed decisions with confidence. Clients appreciate the transparency of our process and fees along with the breadth of our integrated team, which includes CPAs along with tax and estate attorneys. Today, there are countless ways to get answers to individual financial questions, but a trusted advisor relationship offers empathy, unique training, and perspective to plan for what matters most to you.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.