Julie is one of those rare financial professionals who understand people and human emotion, as well as facts and figures. Successful wealth management requires a clear understanding of what motivates us in our financial decision making. Julie has created a powerful road map to help you find your way in an increasingly complex global financial marketplace. This is a perfect complement for everyone's investment bookshelf. --Brian O'Toole, CEO & Founder of Genworth Financial Wealth Management, Inc.
Wonderfully engaging, informative, and down-to-earth, the author communicates a flawless understanding of the psychology of feelings attached to one's finances. Encouraging and nonjudgmental, she offers a transformational perspective on our personal relationship to money. The invaluable exercises help the reader develop an individual plan for living a truly rich and fulfilling life. The book is a must-have on every therapist's or consultant's client book referral list. --Mary Ann Daly, M.A., LCPC
About the Author
Julie Murphy Casserly, is a 16-year veteran of the financial services industry and author of the book, The Emotion Behind Money: Building Wealth from the Inside Out. Julies mission is to financially heal the world by helping people understand their emotions behind money, and how these attitudes affect how they earn, spend and save or, conversely, accumulate debt. It is Julies practice to delve into the emotion and psychology behind her clients monetary issues, spending patterns and behavior. Only by digging deep and really understanding her clients does she feel she can lead them on the right path. A Chicago-based entrepreneur, Julie founded JMC Wealth Management, Inc. in 2000. She 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 truly personalized financial plans. Julie is a graduate of the University of Illinois - Urbana/Champaign School of Business where she earned a Bachelor of Science in finance. She earned an MBA from The University of Notre Dame in 2005. Julie is a sought after media expert on finance and emotions behind money. She has appeared on CNBC s On The Money, Oprah & Friends Radio and Lifetime Television. She has been featured in the The Chicago Tribune, Forbes and The Wall Street Journal.