We’re family advocates— delivering world-class business strategies from a team that goes to bat for you and your family. Planning that matters. — The one thing we’re best in the world at is uncovering what really matters to you—beyond the numbers—so we can create a plan that actually works.

With over 33 years in financial services, Julie Bird is a trusted leader dedicated to empowering family stewards — successful individuals, professionals, executives, and especially business owners — whose lives have outgrown basic plans. They seek true peace of mind and confidence that their plan supports the lifestyle they’ve worked so hard to build.

Professional Expertise

Since 1996, Julie has specialized in financial planning, focusing on tax minimization to optimize wealth preservation, growth, and transfer. She excels at serving business owners, for whom comprehensive financial and exit planning is often the single most critical factor in securing their desired retirement. Your business is typically your largest asset, and recent data from 2025-2026 show that 88% plan to pursue a partial or full financial exit within the next decade — yet many lack a detailed written plan, risking overestimating value, unexpected taxes, lifestyle shortfalls, or delayed retirement.

Julie bridges this gap by first defining your desired retirement lifestyle (income needs, inflation, healthcare, legacy goals), then calculating the required nest egg and the precise value to extract from your business (after taxes/fees). This truth-driven gap analysis guides decisive action to enhance business value, diversify assets, and implement tax-efficient strategies. Creating this personalized roadmap, ideally 5-10 years before exit, is a key element of financial success for a business owner. It turns uncertainty into confidence, aligns your business with personal goals, and ensures you exit on your terms.

Our promise: truth that leads to the right decisions, executed with decisive action. As a result, clients are empowered to live fully in the present, knowing they’re prepared for whatever comes next. We’re in the business of designing lifestyles.

Julie holds these designations: 

- Certified Family Business Specialist (CFBS) 

- Certified Exit Planning Advisor (CEPA) 

- Certified Exit Planner (CExP) 

- Certified Plan Fiduciary Advisor (CPFA) 

A BBA Finance graduate from Stephen F. Austin University.

Signature Approach

Known for her direct yet empathetic style, Julie prioritizes client needs and guarantees that if a customized plan doesn’t meet agreed-upon objectives, clients may request a full refund of the planning fee (per the terms).

Passion & Purpose

Julie is passionate about building confidence through rigorous, truth-based planning that maximizes business value extraction for a secure, fulfilling retirement.

Personal Interests & Community

An avid golfer (Timarron Country Club, TWGA), Julie enjoys beach travel, fine wine, reading, and family time. Married 40 years, she’s a proud mother of three and grandmother to six. In Southlake, Texas, she supports the Swim4Elise Foundation, Southlake Chamber of Commerce, and other community-based non-profits.

Our Challenge to You 

Get serious before life does. Reach out today — let’s uncover what matters most and design the lifestyle you deserve. Your family’s future is worth world-class advocacy.