Julie Murphy Casserly

Julie Murphy Casserly, CLU, ChFC, MBA, CFP®, is a 16-year veteran of the financial services industry and author of the book, The Emotion Behind Money: Building Wealth from the Inside Out. Julie’s mission is to “financially heal the world” by helping people understand their emotions behind money, and how these attitudes affect how they earn, spend and save – or, conversely, accumulate debt.

It is Julie’s practice to delve into the emotion and psychology behind her clients’ monetary issues, spending patterns and behavior. Only by digging deep and really understanding her clients does she feel she can lead them on the right path.

A Chicago-based entrepreneur, Julie founded JMC Wealth Management, Inc. in 2000. She works with more than 2,500 clients worldwide on all aspects of their financial portfolios including investment asset allocation and risk management, insurance needs, retirement planning, business planning, college planning and estate planning. Julie considers understanding each client's personal life strategy, goals, and dreams to be the key that enables her to create truly personalized financial plans.

Julie is a graduate of the University of Illinois - Urbana/Champaign School of Business where she earned a Bachelor of Science in finance. She earned an MBA from The University of Notre Dame in 2005.

For more information, please visit juliemurphycasserly.com.

Recent Releases

Entries by Julie Murphy Casserly

Financial success doesn’t come from managing your money. It comes from managing your emotions behind money.

7 Principles for Creating Your Authentic Life

Too few of us are living up to our full potential. We go through the motions spending the majority of our days on autopilot. But spending our days mindlessly checking off a to-do isn’t going to get us the life of our dreams. I’ve learned that firsthand. After I broke the mold and determined what I truly desired, I was able to create a life that even my dreams couldn’t contain. Here is what I learned along my journey to creating my authentic life. You have the answers Not your parents. Not your friends. Not your boss. You. Many of… Read more.

3 Important Lessons For Your Financial Life

Not long after I started my financial planning firm in 1995, I discovered something that was never taught to me in business school. It’s the notion that every person has their own unique and personal relationship with money. I consistently saw how my clients’ emotions were responsible for how they made money, how they kept it, or conversely, how they accumulated debt. Therefore, I’ve made it my mission, and have built a successful practice, on delving into the emotion and psychology behind my clients’ monetary issues. I’ve found that by digging deep and really understanding my clients, I am able… Read more.