Julie Manning, CF2

About Julie Manning

Julie Manning consults and advises clients on key risk factors they may face in retirement, helping them build a plan to get from point A to point B with certainty. As she answers questions and provides guidance to clients, she keeps her focus on addressing their personal needs and goals, always making decisions that are best for the client.
 
After more than 23 years in the financial services industry, Julie started Keystone Financial Planning with one focus: create a more personalized approach for clients. “I believe that the old model of lots of fees with little service doesn’t align with what should be happening in financial planning,” she said. “I wanted to discover new and improved ways to serve clients.”
 Julie’s approach is to deliver a client experience that is never rushed or intimidating and often educational. She has received Circle of Excellence recognition by Women in Financial Services (WIFS), a national organization that supports women in financial services. Julie partners with Woman’s Worth®, a unique program that helps women understand the relationship between health and wealth. She earned her Retirement Income Certified Professional® (RICP®) designation to provide even more value to her clients and is a Certified Financial Fiduciary (CFF)®.
 
 Julie and her husband, Greg, have four children, one grandson and 14 chickens. She fills up her free time with a variety of activities, including gardening, painting, working out, and playing with her grandson.