Advisors, Money and Emotions

We spend time talking to our clients about advisors, their heads, and their hearts.

So naturally when we learned about Julie Murphy Casserly we invited her to join us.

Julie is an independent certified financial planner ® and the author of The Emotion Behind Money: Building Wealth From The Inside Out.

A 17-year veteran of the financial services industry with her own wealth management firm in Chicago, Illinois, Julie’s mission is to financially heal the world.

Julie is different from other authors and financial planners because she’s the bridge between the left-brained financial side and the right-brained emotional side.

People refer to her as a financial healer.

Julie helps people remove the blame, shame and judgment they have around their finances. People know they have done things wrong financially and they want solutions.

Julie brings them the solutions they need and leads them to transformational change in The Emotion Behind Money: Building Wealth From the Inside Out.

Enjoy our discussion with Julie.