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.
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Got your book, thanks…I like where it is going. Do you do work with individuals? I would like to have a helper in the $$ world. What are the possibilities? I’d love to hear more.
I look forward to ……..
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