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Ongoing Services

With over 20 years of experience as a Wealth Management Advisor, Financial Planner and Professional Coach, Julia Sky and her team will help you create and implement a clear financial plan. We support you in managing your financial life post-divorce to ensure that you have the best chance of success. 

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Services include:

  • Investment Advice and Management

  • Retirement Planning

  • Income Security

  • College Funding

  • Estate Preservation

  • Personal and Small Business Bookkeeping

  • Life Insurance Needs Analysis

  • Professional Coaching

 

Please visit our other websites below to learn how we may be able to further assist you once your divorce is final! We'd be honored to continue to partner with you as you navigate the future financial transitions in your life!

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RockStar Financial

King Bookkeeping & Consulting

She Flies With Her Own Wings

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Contact us to schedule your Free Strategy Session!

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San Diego, CA & Virtual

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Call Us Today!

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925.588.5948

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