Meet Julie Quick, CFP®, BFA™, CDFA®
Twenty-six years ago, I got into this industry by accident—but I stayed on purpose. Want to know why? Here’s a little story about why I’ve become so passionate about helping women discover financial independence.
How I Fell in Love with financial planning
My parents divorced when I was eight years old. Overnight, my mother went from a stay-at-home mom to a single mother of four girls who had to work as she went back to school.
Money became tight. Even at that young age, I understood the vulnerable position my mom was in and how quickly financial security could change—especially for women.
The next formative money moment in my life came much later, in 2000 when I was in college. I wanted work experience in business and I came across a listing for a part-time job at a consulting firm—which turned out to be a financial services company.
During my time there I realized that financial planning is about much more than numbers—it’s about paying attention to the emotions and life experiences of each individual person. As a result, I discovered a passion for helping others plan out their financial lives in a meaningful way that continues to this day.
The mission Behind Cultivate Financial Wellness
Over the years that followed, I furthered my education and gained vast experience working with a variety of clients. But the ability to partner with courageous women who emerged from their challenges with grace, strength and resilience was the most fulfilling.
In 2020, with twenty years of industry experience, I decided it was time to put my complete focus on guiding women through those difficult times. And Cultivate Financial Wellness was born.
I used to think that I stumbled into financial services by some random chance. But now I know that the work of improving financial literacy and independence among women—my life’s passion—is desperately needed. I was meant to help women find financial peace of mind. I know that I can help you too.
Education, Memberships & Communities
- Russ Thomas Scholarship recipient for academic achievement
- Bachelor’s in Business Administration with Honors, Oakland University
- CERTIFIED FINANCIAL PLANNER™ professional
- Behavioral Financial Advisor™ professional
- Certified Divorce Financial Analyst® professional
- Collaborative Divorce Advanced Training, 2022, 2024
- Domestic Relations Mediation Training, May 2022
- Life and Health Insurance License (for advising only)
- Member of the National Association of Personal Financial Advisors (NAPFA)
- Founder of the “Women in Transition” mastermind group of 20 advisors across the U.S. committed to serving widows and divorcees
- Treasurer of the Collaborative Practice Institute of Michigan (CPIM)
- Volunteer for the Savvy Ladies Financial Helpline since 2020
- Volunteer and Financial Coach for Project 2 Detroit since 2020
On a Personal Note
When I’m not working, I love doing anything to do with fitness. My favorite activities are weight training, running, yoga, and walking our property with our dog, Luger. I also enjoy cooking, reading, traveling and working on home improvement projects with my firefighter husband, Jeff. (Although, he might say I enjoy those home projects more than he does!)
My core values that serve as the foundation for my life and business are:
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- Health: The pursuit of overall well-being (mind, body and spirit).
- Spirituality: Deepening my faith in God and developing a sense of contribution to something bigger than myself.
- Relationships: There are many that I treasure including my relationship with my husband and three sisters.
- Freedom: Both personal and national freedoms.
- Security: Feeling safe, stable, and free from fear or anxiety; taking calculated risks wisely.
