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headshot - Julia Kramer
Julia Kramer
Signature Financial Planning

Get in Touch

151 Laurel Oak Dr Sewickley, Pennsylvania 15143

Issues and needs

Relationships/Family, Grief, Compulsive spending, Wealth inequality within the family system, Family conflict, Financial secrets

Occupational specialties

Business Owners, Family Businesses/Family Enterprises, Pre Marriage

About

I am a financial professional and a graduate one of the first Financial Psychology Graduate Certificate programs in the country. Using the latest research from the emerging field of Financial Psychology, traditional coaching techniques, my financial expertise and a big dose of humor and understanding, I work with my clients to reduce their shame, fear and guilt around their personal finances so that they can find their own unique path to financial peace and health. Education can change what you know, and coaching assists you in consistently applying that knowledge. My education includes a BBA from the Ross School of Business at University of Michigan and the Certified Financial Behavior Specialist™ designation from the Graduate School of Business at Creighton University as well as being a Certified Divorce Financial Analyst™ and a trained Collaborative Divorce Professional. Through my company, Iaso Consulting, LLC , I offer individual, couple, and family financial coaching, speaking, workshops, and divorce financial services. I also offer workshops to financial planners and lawyers to help them work more effectively with their clients through understanding financial psychology, the stages of change and the basics of Motivational Interviewing.

Professional Specialty Areas

Issues and needs

Relationships/Family, Grief, Compulsive spending, Wealth inequality within the family system, Family conflict, Financial secrets

Occupational specialties

Business Owners, Family Businesses/Family Enterprises, Pre Marriage

Languages

English

Religious/Spiritual

Disability/Ability

Sexuality

Racial Identities

About the Practitioner

Primary Professional Orientation

Financial

Delivery Method

Virtual, In person

Country

USA

Service Area

Type of Service

Coaching, Financial Planning

Practitioner Gender

Female

Fee Structure

Hourly

Practitioner Designations and Qualifications

Financial Therapy Designations

Certified Financial Therapist Level I - CFT-I™, Certified Financial Behavioral Specialist- FBS

Mental Health Designations

Financial Designations

Certified Public Accountant

Education

Graduate Certificate in Financial Psychology and Behavioral Finance

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