Julia Lilly, CFP®, ABFP®, MBA


Houston, TX

Meets Virtually:

Meets In-Person:

Accepting New Clients:

Fee Models
  • One Time Fee


  • Hourly


Ideal Clients
  • Families with Children
  • Newlyweds/Couples
  • Veterans/Military Personnel
  • Individual
  • High Net Worth
Areas of Specialization
  • Budgeting
  • Employee Benefits
  • Investments
  • Tax Strategies
  • Mid-Career Planning

I am an advice-only planner making financial planning more accessible to mid-career families and individuals who struggle to find unbiased financial advice.

My clients share some of the following characteristics - do any of these sound like you?

⭐️ Income between $150K-$1M annually

⭐️ Seeking to align financial priorities with a broader financial plan

⭐️ Interested in understanding your unique money mindset

⭐️ Looking for an investment strategy tune-up

⭐️ Curious about the best approach to saving for kids’ education

⭐️ Not sure whether you have the right pieces in place for retirement

⭐️ Receive equity compensation but don’t understand how it all works

⭐️ Want to optimize tax strategies

⭐️ Have little to no estate planning or insurance planning in place

⭐️ Not confident about how much money is being spent on a monthly/annual basis and need ideas on the best way to start tracking things

If any of the above characteristics sound like you, let's talk! Reach out to schedule a complimentary introductory meeting. https://calendly.com/ryfi-julia/introduction

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.