My WHY and WHAT it means for you.
As I embark on yet another big turning point in my career (launching my own brand!), I thought it was only fitting to have my first blog post be about my why and what – WHY I chose this new path and WHAT this means for you!
The purpose of creating Julie Shipley-Strickland Wealth & Risk Management was to provide a space that truly reflects both my personal and business values. Now more than ever, I have the confidence to show up authentically and truly live in my purpose:
“To inspire a quiet confidence and create a relaxed connection to my inner power.”
I have always believed in financial education, especially when it comes to educating my clients. How can you trust me (or even yourself), if your foundation of financial information has not been put in place. Don’t worry, I’ll keep the technical jargon at bay (that’s my job, and I actually nerd out on it), but I will provide you with enough financial literacy to ensure you feel confident about your investment and insurance decisions, allowing openness and aspirations to be at the forefront of our conversations.
“My mission is to empower confident financial decisions and provide a financial understanding for the community.”
My values may be unconventional compared to other financial advisors, but I’ve always chosen to take the unique path less travelled. Through my diligent yet compassionate process, clients will feel a sense of freedom (exhaling that heavy sigh) and the reassurance that expansion and creativity are always welcome in this space. Yes, I care about the numbers and the results, but I also care about you as well as the community that we both reside in. So don’t be surprised if I randomly show up on your Zoom birthday celebration call – there’s no milestone too big or small that I won’t show up for.
