Welcome!

Whether we are currently working together on a plan, or if you're just checking out my site, I understand that everyone's circumstances are different. The reason I joined this business was to help people create financial security and independence. Especially in this ever-changing world of COVID-19, it’s more important than ever to make a plan. This is not a cookie cutter, one-size fits all plan. I have a conversation with every individual, family or small business to figure out their goals and how I can help get them there. I work hard to create a plan that is easily understood with actionable steps towards their goals as well as a warm and inviting environment for my clients and team members.

Additionally, I have been expanding my community outreach by hosting different types of free financial education events. I've hosted a New Parent Bootcamp at the beginning of October 2019 for new parents and those planning on starting a family talk about the important topics revolving kids; college savings, worst-case-scenario planning, and ways to save for a home. Another event called Wealth & Wellness, where my main goal was to help people start 2020 feeling financially and physically well. I partnered with an Estate Planning Attorney and local yoga instructor to create a three-part event that involved financial advice, a free yoga session, and a build-your-own acai bowl bar! As stay at home orders became our way of live, I hosted a webinar called Money & Relationships. I partnered with a Marriage and Family Therapist to provide much needed financial and emotional resources shorty after COVID-19 struck. I look forward to hosting many more events in the future. Be sure to follow my Facebook page (Julie Hassna - Northwestern Mutual) for updated info on events. Reach out if you have questions, Click here to schedule a Call.

New Parent Bootcamp
(left Julie Hassna, right Hannah Shakin)
Yoga photo
Wealth & Wellness 2020
 
 

Julie Hassna, CFP®, ChFC®

Financial Advisor

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck