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Julia M. Connell, CFP®, MSFP

HFI Wealth Management

35 N. Braddock Street
Winchester, VA 22601
Phone: (540) 450-1500
Fax: (540) 450-1575

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Retirement
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.