Hi, I’m Juliann Gumulak Smith.
My intention is to educate and empower women to take control of their financial lives by learning about the stock market so they can gain confidence in their investment choices.
I combine my experience as an investment educator, stock market analyst, and life coach to help my clients achieve financial freedom.
I take the overwhelm out of investing and make it simple and strategic.
I’ve been a guest on the Money Tree Investing Podcast and I’ve been featured in yahoo!Finance, GoBankingRates, and AOL Finance.
My Approach
I use a 3 pillar approach to investing. Education, Engagement, Empowerment
Knowledge Is Power
Often times we have not learned the basics of investing. We just nod our heads to the financial advisor and hand our money over. Everyone is unique and everyone's financial plan is different. I walk you through step by step what investment options are available to you and discover what is the perfect plan for you.
Action Plan
Once you have a strong foundation in investing, we can have meaningful conversations with our financial advisor, partner, and family about what our financial goals are and how to get there. Next, is your personalized action plan. How do you want to take this knowledge and apply it to your situation?