Julie Quick

Julie Quick has spent roughly 25 years in financial services. She entered the industry in 2000 through a part-time role at a consulting firm while completing her degree, and earned a Bachelor of Business Administration with Honors from Oakland University, where she received the Russ Thomas Scholarship for academic achievement. Early in her career she worked as a Registered Executive Assistant at Lincoln Financial Group.

From 2006 to 2018 she served as Director of Financial Planning & Operations at Vision Capital Partners (myvcp.com), a wealth-advisory RIA in Ann Arbor, Michigan — the source of the stale [hidden] email address. She subsequently worked as a financial advisor (at a practice associated with the name "Dahring") before striking out on her own.

In March 2020 she founded Cultivate Financial Wellness, LLC, a virtual, fee-only planning practice registered as an Investment Adviser with the State of Michigan. Through it (and the companion brand Cultivate Divorce Strategies) she focuses specifically on helping women manage their finances before, during, and after divorce. She holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Behavioral Financial Advisor™ (BFA™), and Certified Divorce Financial Analyst® (CDFA®) designations, and completed Collaborative Divorce Advanced Training (2022, 2024) and Domestic Relations Mediation Training (2022). She lives in Howell, Michigan, with her firefighter husband, Jeff, and their dog.

Beyond her practice, Julie is active in the profession and community: a member of NAPFA (National Association of Personal Financial Advisors), founder of the "Women in Transition" mastermind group of ~20 advisors across the U.S., Treasurer/Vice President of the Collaborative Practice Institute of Michigan (CPIM), a volunteer with the Savvy Ladies Financial Helpline since 2020, and a financial coach for Project 2 Detroit since 2020.

• Not a startup/angel investor. There is no public evidence Julie Quick makes seed-stage or angel investments in companies; a founder seeking venture funding is very unlikely to be a fit.
• Her practice is a fee-only financial planning and divorce-financial-analysis business serving individual clients (predominantly women), delivered virtually nationwide.
• Her stated approach centers on values and behavior over numbers: financial planning "is about much more than numbers — it's about paying attention to the values, emotions and life experiences of each individual person," helping women move "from feelings of confusion to a place of freedom."
• Services are structured as ongoing financial planning and hourly divorce financial consulting, with free introductory calls — an advisory-fee model, not equity checks.