Broker Intel

I redefine traditional financial services by merging extensive experience in real estate, psychology, and the financial industry. My approach stands out as a holistic and culturally sensitive financial planning service that delves into diverse money behaviors and cultural influences.

My unique blend of expertise allows me to craft personalized financial plans that align with your cultural inclinations and individual money behavior. From mortgage solutions shaped by real estate expertise to insurance and retirement advice rooted in psychological insights, I offer a comprehensive suite of services designed to meet your unique needs.

Embrace a new era in financial planning that honors diversity, embraces cultural influences, and nurtures a deep understanding of money behavior. Experience the difference with Julia’s Financial Planning today