About

This practice was built for women at one of the hardest financial crossroads of their lives.

Not for women who have it all figured out. Not for women who are ready to grow and scale. For women who are in the middle of something painful — a divorce, or the loss of a spouse — and who need someone calm, clear, and genuinely in their corner to help them make the right financial decisions right now.

That's who I built this for. And that's who I show up for every day.

Julie Jenkins, CDFA®
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Founder + CDFA®
Julie Jenkins
My Story

I've spent my entire career showing up for women in their most vulnerable moments.

Before I was a financial advisor, I spent years working in Women's Medicine at a private OB-GYN practice. I was an ultrasonographer — which means I spent my days in quiet appointment rooms with women at some of the most personal moments of their lives.

And something happened in those rooms that changed the direction of my life.

Women would come in going through divorce, or having just lost their spouse. And they would open up. We'd talk about their fears. Their concerns. Sometimes we'd laugh. Sometimes we'd cry.

Over and over, I noticed something: it didn't matter whether the loss was divorce or death — the fears were the same. These were smart, capable women. Some had never been invited into the finances in their marriage. Others were breadwinners, deeply involved in every financial decision. But it didn't matter. The overwhelm was the same. The fear of making the wrong move was the same. The need to feel like someone was truly in their corner — that was the same too.

My Approach

And I kept thinking — they don't just need financial answers. They need someone who will help them through the overwhelm. Someone who won't make them feel ashamed for asking questions. Someone who can say, "We're going to get through this together."

That realization sparked something in me I couldn't ignore. It's why I left healthcare, became a financial planner, and earned my certification as a Certified Divorce Financial Analyst®.

I don't use jargon. I don't rush. As a fee-only, fiduciary advisor, I work exclusively in your best interest — no commissions, no products to push, no conflicts of interest. Every recommendation I make is based entirely on what's right for your situation.

I take the financial complexity off your plate so you can focus on everything else you're carrying right now. And I stay with you — not just through the transition, but through what comes next.

Outside of work, I'm a wife, a mother, and a grandmother — and those roles remind me every day why this work matters. The women I work with aren't just clients. They're women building the next chapter of their lives. It's an honor to be part of that.

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