Empower your success, today.

Navigating financial waters can be difficult, especially if you are not familiar with the decisions needed to maximize your net worth. What does a financial advisor do? How can they help you get the most for what you have? These are in depth discussions Prosperity First Financial can walk you through. By looking at all the pieces of your financial opportunities, an integrated plan will give you confidence, knowledge and understanding. 

Julie Whitely

Financial Advisor
Investment Representative
From 2005, Julie has been providing knowledge to clients to give them confidence in their financial goals and plans. What are your goals? What are your dreams? Let’s work together to make them happen. With both a life license and mutual fund license all areas of financial planning can be included to make the most of what you have. 

julie@prosperityfirstfinancial.com
519-845-1179 Office
519-402-2235 Cell

How can a financial advisor help you?

All those that hold a mutual fund license must complete 30 continuing education credits every 2 years. This ensures you are getting the most up-to-date market information. Often investment account limits change from year to year, requiring constant reassessing of your opportunities. How have your priorities changed? Is a new mortgage or extended vacation in your future? What considerations do you need to make to ensure these are successful?