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Discover your financial goals!

I am pleased to announce the start of our new Discovery sessions!

If you are struggling with getting your finances back on track or figuring out what your next step might be, this could be for you. 

Join me for a two-hour one-on-one session to review where you are, where you want to be and how to get there.

Contact me directly for details and pricing!


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Reviews

seniors

R.W. - says: When my wife had a stroke we could not have imagined the workload we faced to deal with the multiple agencies and services of help.... Julianne has been at our side walking us through the maze of bureaucracy and confusion. We have been well-served by this relationship. We recommend her to those in similar circumstances.


R.A. - Tunkhannock PA says: "It's always such a pleasure seeing you and knowing you can take care of this."


M.E. - Tunkhannock PA says: "I'm so glad I saw you today; I feel better now that I spoke with you."


C.W. - Tunkhannock PA says: "I'm so glad you are helping [my parents]. I don't know what [they] would've done without you."