When you meet Jullie Caniford of Flourish…Simply Wealth the night of the Garden Party, you have my permission to call her “Double-L.” Once you meet her, you will know why her parents put TWO l’s in her name instead of just one because she is double the fun of an ordinary Julie. And so I call her “Double-L” because I simply love her…. and you will too.
Julie is a CPA and partner with Cushwa Wealth Managers, LLC, an independent locally owned investment advisory services firm located in Hagerstown, but she serves clients all over the United States. She had the brilliant foresight to create a division in her firm which makes her a perfect fit as a sponsor for our event and a poster child for what the Must Love Shoes community stands for.
Flourish….Simply Wealth is a boutique financial firm specializing in women in transition. Life can change in an instant and Jullie recognizes the many financial issues that can impact our lives when these changes occur. Retirement, career changes, divorce or death of a spouse are just a few of the situations that bring countless women to seek the financial advice and counsel of Jullie Caniford.
Jullie uses a “holistic approach” to help women plan the lifestyle they want to live by eliminating the fear, confusion, and stress associated with making financial and investment decisions. She knows her stuff and yet she won’t intimidate you with a Wall Street stockbrokerish language that makes your eyes glaze over. (I’m sorry… I mean makes MY eyes glaze over.) 🙂
Several years ago a mutual friend of ours arranged a lunch for the three of us so Jullie and I could meet. He had an inkling that we would, as he put it, “get along.” Without boring you with all the details, I’m not sure he even talked at all that day because he was right! There was instant chemistry which lead to an immediate friendship. That is why she is great at what she does! She believes in building relationships, not just building business.
And that is simply fabulous!
Haven’t registered yet for the third annual “Soles of Love in the Garden” garden party charity event? Click here to register and start collecting those children’s shoes. See you on August 2nd.