DTN Podcast - Episode 21: Julie Marie Murphy | Aligning Wealth with Spirituality

Julie Murphy is a Chicago-based CERTIFIED FINANCIAL PLANNER™ and founder and CEO of JMC Wealth Management, Inc. Julie received her BS in Finance from the University of Illinois Champaign-Urbana and her MBA from The University of Notre Dame. With 25+ years of experience in the financial services industry, Julie and her team have successfully served thousands of clients throughout the U.S. and abroad. Julie is adept at all the critically important financial and life planning aspects. Consulting areas include, but are not limited to, portfolio management and asset allocation, including risk management, college planning, business and retirement planning, estate planning, life, disability, and long-term care insurance. Unlike other CFPs, Julie’s approach is unique. She works with clients to uncover their " relationship" to their assets. Her time-tested program, PACT (P: Picturing Yourself, A: Accepting Reality and Awakening, C: Choosing to Change, T: Taking Action) has transformed countless client's lives.
This episode's Spotify Playlist: open.spotify.c...
Website: www.juliemurph...
Free IMPACT Workshop: www.impactyour...
Books: juliemurphy.co...
Free Worksheets: www.impactyour...
Social Media:
Facebook: AwakenWithJulie / awakenwithjulie
Instagram: AwakenWithJulie / awakenwithjulie
RUclips: JulieMurphy / @juliemurphy
TikTok: AwakenWithJulie www.tiktok.com...
X: AwakenWithJulie x.com/AwakenWi...
LinkedIn: JulieMarieMurphy www.linkedin.c...
Link to my calendar:
jimalstott.you...