Julie Murphy Casserly, CLU, ChFC, MBA, CFP®
JMC Wealth Management, Inc.
Julie Murphy Casserly, is a 16-year veteran of the financial services industry and author of the book, The Emotion Behind Money: Building Wealth from the Inside Out. Julie's mission is to "financially heal the world" by helping people understand their emotions behind money, and how these attitudes affect how they earn, spend and save - or, conversely, accumulate debt.
It is Julie's practice to delve into the emotion and psychology behind her clients' monetary issues,
spending patterns and behavior. Only by digging deep and really understanding her clients does she
feel she can lead them on the right path.
A Chicago-based entrepreneur, Julie founded JMC Wealth Management, Inc. in 2000. She works
with more than 2,500 clients worldwide on all aspects of their financial portfolios including
investment asset allocation and risk management, insurance needs, retirement planning, business
planning, college planning and estate planning. Julie considers understanding each client's personal
life strategy, goals, and dreams to be the key that enables her to create truly personalized financial
Julie is a graduate of the University of Illinois - Urbana/Champaign School of Business where she earned a Bachelor of Science in finance. She earned an MBA from The University of Notre Dame in 2005. Julie is a sought after media expert on finance and emotions behind money. She has appeared on CNBC's "On The Money," Oprah & Friends Radio and Lifetime Television. She has been featured in the The Chicago Tribune, Forbes and The Wall Street Journal.
About: "The Emotion Behind Money: Building Wealth From the Inside Out"
"Wealth doesn't come from managing your money. Wealth comes from managing your emotions behind money." The Emotion Behind Money is based on the notion that we each have specific emotions or emotional patterns attached to money that impact every financial decision we face. Amazingly, these thoughts are not just fleeting reactions; they actually influence how much money we will make and amass throughout our entire life!
The narrative is personal and compelling. Julie draws on her own relationship with money, which had its roots in her upbringing as one of 12 children. The Emotion Behind Money is filled with relatable anecdotes based on the wide variety of individuals and couples with whom she has worked over the past decade. Julie also provides exercises to help readers build their own financial roadmap. The Emotion Behind Money is designed to be transformational for people of all ages and financial status. It helps you move past your preconceived notions about money and set new goals that will allow you to think positively about your finances and live the life you deserve and desire.