Overview

Beyond trading, Julian advises clients on comprehensive financial planning to align investments with life goals—retirement timelines, tax efficiencies, legacy planning and liquidity needs.

Core Services

• Retirement Roadmap: Target-date planning, withdrawal strategies, and income sequencing.

• Tax-Aware Investment: Capital gains management and tax-loss harvesting where appropriate.

• Estate and Legacy Planning Liaison: Coordinate with legal/tax advisors on trusts and beneficiary structures.

• Liquidity and Cashflow Management: Ensure sufficient cash reserves and emergency planning.

Process and Deliverables

One-on-one planning sessions, written financial plan, ongoing quarterly reviews, and collaboration with clients’ existing accountants or attorneys.