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financial planner Archives - Julie Murphy Casserly

Being present

By | Advice from Julie Murphy Casserly, Blog | No Comments

What did you do three days ago? Last week? A month ago? Most of us are so involved with this moment right now that we can’t remember what we wore yesterday. Yet we spend so much time worrying about tomorrow, two weeks from now, or four months from now.

How often do you spend time in the present moment? For many of us, thinking about “right now” has to take a back seat to the duties of tomorrow and the mistakes of yesterday. Being present means in today’s age talking about something that bothered us at work or sorting out the kids’ schedules for the next few weeks.

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Are Your Assets Aligned With Your Emotions?

By | Advice from Julie Murphy Casserly, Vlogs | No Comments

Is your money  aligned with your emotions and not just your financial risk tolerance? With all the market volatility how do you feel? Do you have your personal board of directors in place to help? Consider how you are feeling about your money and decide if you need to make any changes.

Accept yourself to better yourself

By | Advice from Julie Murphy Casserly, Blog | No Comments


The basis of everything I do is bridging the gap between emotions and money. I believe that emotional unrest will eventually lead to financial distress. To be in a healthy relationship with your finances, you need to be in a healthy and harmonious place emotionally.

Many would argue that the basis of our emotional state is our happiness. That we could not truly be happy if we are not emotionally sound and secure in who we are as human beings. Since we do not feel happy, we try to find that happiness at every possible corner. By that, I mean we look for happiness in all-things external hoping that it will eventually seep into our inner selves and turn us into happy people. When this doesn’t work, we are emotionally – and even sometimes physically – exhausted.

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