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Client Reviews

Julie was a godsend

"If I had used Julie for my initial divorce, I would have saved myself and kids from significant financial and emotional duress. Her ability to listen, coach, and plan strategically was invaluable."

    - [Name withheld on request]

Saved me money

"Julie saved me hundreds of thousands of dollars because of her knowledge of tax and financial implications that the other professionals missed. She worked extremely well with my principal lawyer."

    - Julie B.

Supportive advisor

"Julie was my strong financial advisor, supporting me through my long and complicated divorce. Shel also helped me through post-divorce financial issues and is my go-to for my current tax issues."

    - Debbie H.

Meticulous and organized

"Julie was very thorough in clarifying all monies and assets to help prepare my case for settlement. She worked with me long distance, and the transferring of information was easy and seamless."

    - John F.

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