Meet Julie Quick, CFP^®, BFA^TM, CDFA^®

The  Real  Bio

When I was eight, my parents divorced. Money became tight and was often a source of conflict between my parents. Even at that young age, I understood the financial impact it had on Mom and Dad.

The financial insecurity I experienced as a child made financial planning a natural career fit for me. I love helping people use their financial resources in a way that helps them lead a life of meaning and fulfillment. But after witnessing, again, the wealth destructive effects of divorce for my clients I knew I needed to do much more – for them and their families.

As a Certified Divorce Financial Analyst® professional, I’m uniquely qualified to educate people on the various financial implications of divorce. Also trained in Collaborative practice and mediation, I can help facilitate effective conversations between a divorcing couple to develop resolutions based on their respective interests and needs. Whether working with one or both parties, my goal is to help achieve the best possible outcome for the entire family.

Outside of pursuing my life’s purpose through my work, I enjoy anything to do with fitness. My favorite activities are weight training, running, yoga and walking my dog, Luger. I also love to cook, travel, read and work on home improvement projects with my firefighter husband, Jeff. (Although, he might say I enjoy those home projects more than he does!)

My core values that serve as the foundation for my life and business are:

• Health: The pursuit of overall well-being (mind, body and spirit).
• Spirituality: Deepening my faith in God and developing a sense of contribution to something bigger than myself.
• Relationships: There are many that I treasure including my relationship with my husband and three sisters.
• Freedom: Both personal and national freedoms.
• Security: Feeling safe, stable, and free from fear or anxiety; taking calculated risks wisely.

The  Professional  Bio

As a 26-year veteran in the financial planning industry, I’ve worked with a wide variety of clients. My work through Cultivate Divorce Strategies is focused on helping individuals and couples navigate the financial challenges of divorce and explore various possibilities and solutions. I’m also the founder of Cultivate Financial Wellness, a full-service financial planning and wealth management firm.

EDUCATION & QUALIFICATIONS

• Recipient of the Russ Thomas Scholarship for academic achievement, 1998-2002
• Bachelor of Science (Economics with a minor in Finance) with Cum Laude Honors from Oakland University Rochester, MI, 2002
• State of Michigan Life and Health Insurance License, 2003
• CERTIFIED FINANCIAL PLANNERTM (CFP(R)) professional, 2009
• Behavioral Financial Advisor (BFA™ ) professional, 2018
• Certified Divorce Financial Analyst (CDFA(R) professional, 2020
• Introductory Collaborative Practice Training, 2021, 2023, 2025
• Collaborative Divorce Advanced Training, 2022, 2024, 2026
• Domestic Relations Mediation Training, May 2022
• Enrolled in the Financial Therapy Graduate Certificate program at Kansas State University (expected 2027)

PROFESSIONAL MEMBERSHIPS

• Institute of Divorce Financial Analysts (IDFA)
• Mediate First Michigan
• International Academy of Collaborative Professionals (IACP)
• Treasurer of the Collaborative Practice Institute of Michigan (CPIM)
• Southeastern Michigan Collaborative Practice Group
• National Association of Personal Financial Advisors (NAPFA)