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Julia Lilly, CFP®, MBA

Advice-only financial planners to mid-career individuals and families

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Ryerson Financial Julia Lilly, CFP®, MBA
Houston, Texas

Serving Clients Nationwide

Advice-only financial planners to mid-career individuals and families

832-384-4799

Website

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Hi, I'm Julia Lilly. I am a CERTIFIED FINANCIAL PLANNER™ and Accredited Behavioral Finance Professional℠ passionate about providing my clients with unbiased, holistic financial planning and advice.

I founded Ryerson Financial to bring a unique financial planning solution to mid-career individuals and families looking to organize their financial lives. Our advice-only, fixed hourly fee practice is about more than the dollars in an investment account. We focus on helping clients craft a flexible plan that reflects their goals and dreams.

Most of my career has been in the financial services industry ranging from investment banking, government consulting, higher education financial management, and personal financial planning. These experiences gave me a broad perspective on the power of proper planning.

Following graduation from the University of North Carolina – Chapel Hill, I certainly never imagined that my life plan would involve a career in finance. My professional journey began in the legal world, where I quickly learned that I was far more excited about the law firm’s finances and operations than the legal work. This realization led me to pursue an M.B.A. from San Diego State University while living in California during my husband’s service in the U.S. Marine Corps.

Outside work, I spend most of my time with my husband and three kids. We live in Houston, TX, and I enjoy reading, staying active, and volunteering at my children’s school. I also serve as a volunteer financial coach with Savvy Ladies.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Affiliations

  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Houston, TX 77070, USA

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Advice-Only
  • Fee Only
  • Hourly Rate

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

About our Firm

Ryerson Financial provides advice-only financial planning to families and individuals looking to take control of their financial lives. We partner with clients to craft a financial plan and investment strategy unique to each client. Think of us as personal consultants who provide essential and personalized financial advice.

Our process begins with a free 30-minute consultation to learn more about you and your relationship with money. Following our introductory call, we will develop a proposed scope of work based on our agreed goals and objectives.

All planning work performed will be billed at a standard and straightforward hourly rate of $250.

Our Services:

✅ Your Money Stories - Most individuals rarely take the time to consider their relationship with money. Through open dialogue and coaching, we partner with you to uncover feelings toward finances and help develop an action plan for improvement. Think of it as financial therapy.

✅ Retirement Coaching - Retirement may seem a long way off, but it’s never too soon to begin saving and dreaming about what the future may hold. We will help you understand available planning options.

✅ Investment Review - Ensuring that you have the proper allocation for your investments is often a task that falls to the bottom of “to do” lists. We perform a comprehensive review of your assets to either validate your approach or provide recommendations to align your investment strategy with the next chapters your financial story.

✅ Legacy Planning - A well-organized and accessible financial life is one of the most thoughtful gifts you can leave your loved ones. We ensure that your assets are appropriately titled and your final wishes are well documented and understood.

✅ Personal Spending Plan - People often cringe at the mention of a budget. However, we believe that a thoughtful spending plan helps to bring your financial habits into focus. We partner with you to create a system that allows you to feel more confident about your finances.

✅ Charitable Engagement - Defining a charitable-giving strategy is exciting. We work with you to design a plan aligned with your values and optimally supports the legacy you desire.

Education

San Diego State University, MBA | University of North Carolina at Chapel Hill, Bachelors of Art

Badges

Hobbies and Interests

  • Family
  • Reading
  • Volunteering

SEC Lookup

https://adviserinfo.sec.gov/individual/summary/5361405

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Young Families

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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