Julie Murphy Casserly (CLU, ChFC, CFP®) is an 18-year veteran of the financial services industry and has often been referred to as a financial healer and visionary. She is turning the personal finance industry upside down by de-bunking standard financial planning processes and educating people about a new way of finding financial success…and it all starts from within.
Julie meets people right where they are in their financial journey and takes a psychological approach to money management by delving into the emotions behind their monetary issues, spending patterns and behaviors in order to make positive changes in their financial and personal lives.
Thanks to her hands-on experience, Julie has developed a financial planning process unique to any other in the industry. Her exclusive PAACT™ process is a step-by-step, self-directed journey that helps individuals align the emotional and spiritual aspects of their life with their financial money patterns. The result is a healthier, enriched life today and in the future.
As seen on CNBC-TV, Lifetime TV, Oprah & Friends Radio, The Wall Street Journal, Associated Press and more, Julie is author of the award-winning book, “The Emotion Behind Money: Building Wealth from the Inside Out,” founder of JMC Wealth Management in Chicago, motivational speaker and media expert on the topic of emotions and money. She also 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 financial plans that are personalized for each individual’s success.
A graduate of the University of Illinois – Urbana/Champaign, Julie earned an MBA from The University of Notre Dame. Julie is the second oldest of 12 siblings who she says, “gave me my own inherited beliefs about money that I still work through today.”