Holistic Planning

We’ll consider where you are and where you want to go, then create a roadmap to help get you there. 

Our Values

Integrity. Trust. Empowerment. We believe integrity is the bedrock upon which everything else is built. 

Our Process

Fully understanding a person’s financial needs is a process we feel requires human interaction, which helps shed the right light on a situation.  


While anyone can call themselves a financial planner, becoming a CERTIFIED FINANCIAL PLANNER™ requires extensive training. This includes completing comprehensive courses, passing the CFP® Certification Exam, and acquiring three years of experience in the field before the official title can be awarded. CERTIFIED FINANCIAL PLANNER™ professionals providing financial planning services must also abide by the fiduciary standard, as defined by CFP Board.

When you work with a CFP®, you can be confident that your financial advisor is knowledgeable and experienced. Julie M. Kemp, CFP®, is a committed advisor who is dedicated to providing the highest standard of financial planning.

Financial Stability Starts Here

Ready to take control of your financial future? Start by selecting a goal that is most important to you. You’ll be able to see if you’re on track and how simple adjustments can impact your ability to pursue your goal. Once you’re ready, request a consultation, and we’ll work together to build a plan to help make your financial goals a reality.

Financial planning for families and individuals

Everyone has a dream of what they want their life to look like. Whether your dream is to retire and travel the world, to save enough for your children’s college tuition, or to pass your wealth on to future generations, we want to help you turn that dream into a reality. This is where financial planning comes in. We’ll consider where you are and where you want to go, then create a roadmap to help get you there. Contact us today to schedule a free consultation.