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Coaching and Seminars

Hire Julie to appear at your next event. Julie is a dynamic and motivating speaker who has been hired to speak to national audiences from 20-2000 Whether it's a keynote speech or c-suite executive coaching, Julie incorporates pragmatic, practical and often hilarious anecdotes and strategies. Julie can be hired for the following:

-Keynote Speeches
-Seminars and Break Out Sessions
-Corporate and Civic Events

Now booking 2011 and 2012 appearances.

For more information and to book Julie for your next event contact

Julie at jmcea@jmcwealth.com

Julie's Video Tips
  • Are Your Assets Aligned With Your Emotions?
    May 14, 2012 | 10:00 am

    Is your money  aligned with your emotions and not just your financial risk tolerance? With all the market volatility how do you feel? Do you have your personal board of directors in place to help? Consider how you are feeling about your money and decide if you need to make any changes.

Being present

What did you do three days ago? Last week? A month ago? Most of us are so involved with this moment right now that we can’t remember what we wore yesterday. Yet we spend so much time worrying about tomorrow, two weeks from now, or four months from now.

How often do you spend time in the present moment? For many of us, thinking about “right now” has to take a back seat to the duties of tomorrow and the mistakes of yesterday. Being present means in today’s age talking about something that bothered us at work or sorting out the kids’ schedules for the next few weeks.

Read the rest of this entry »

Inherited beliefs: where do your money habits come from?

I’m a firm believer in owning your choices and taking control of your life. But in order to move forward, you must spend some time looking back. Looking at our debt and how we accumulated it; looking at our 20s and what we spent our time doing; and even going as far back as our childhoods.

Whether we like it or not, our childhood experiences shaped certain parts of our personalities as adults. Were you one of many children (like me) and had somewhat of a scarcity mindset when money was involved? Or were you an only child given an endless supply of the things you wanted, including money?

Whatever your situation was, you were learning from it Read the rest of this entry »

Surrender to greatness

None of us are here by accident. We all have a purpose; something that drives us to go after the things we want or need in our lives.

Sometimes, we get so caught up in the dollars and cents of things that we can’t see the bigger picture. We go through the daily motions Read the rest of this entry »

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Testimonials
"Julie is one of those rare financial professionals that understands people and human emotion, as well as facts and figures. Successful wealth management requires a clear understanding of what motivates us in our financial decision-making. Julie has created a powerful road map to help you find your way in an increasingly complex global financial marketplace. Enjoy the journey."


-Brian R O'Toole
CEO and cofounder of Genworth Financial Wealth Management, Inc.