GAIA WEALTH MANAGEMENT

Time flies when you're having fun. I met Julia when she was going door to door as president of the Harvey Park Improvement Association. It was the start of almost 10 years of working together on our finances and many other aspects of our lives. She has expert knowledge in almost all things financial and can recommend experts in other fields when asked. Julia and Eric make a great team. They are always prepared for our periodic meetings, are meticulously organized and always follow through on the action plan. It is in large part through my association with Julia that I'm now enjoying my second year of retirement. For anyone who is looking to bring a disciplined, goal-based approach to their finances, you would not regret having Julia as your financial planner. My wife, Giti and I love having Julia in our lives.

After working with Julia for the last 5 months, it is easy to understand why she has been so highly recommended by others. Her passion for helping people achieve their goals is on constant display throughout every meeting we have had with her. In our short time together she has helped us with all of our initial goals and has exceeded every promise she has made. She will be blunt, compassionate, informative, and accommodating all at the same time. I look forward to continuing to partner with her and Eric at Gaia.

Julia does such a good job taking care of us! She takes the time to understand us and our situation, and gives us solid advice in all areas of our financial life. She will be straight with us, tell us what we are doing wrong, what the options are, and why her advice makes sense. And she does it in terms that we can understand, despite being financial troglodytes. She's awesome! If you can get in with her, you are exactly where you need to be.