Julia Hodsman - Financial Advisor

05/20/2026

Still thinking about seeing Mel Robbins live on the final stop of the “Let Them” tour.

What stayed with me most wasn’t just the inspiration, it was the conversation around “mom” guilt.

Her daughter Sawyer was on tour with her and helped co-write the book, and hearing them speak together was such a powerful reminder that our kids are always watching. Watching how we show up for ourselves. Watching whether we chase our dreams or keep putting them on hold.

One message that really hit home: putting yourself first isn’t selfish. It gives your children permission to do the same someday.

And these 3 questions have been sitting with me ever since:

1. What does your life look like in 5 years if nothing changes?
2. If life forced you to change, what’s your plan B?
3. If money didn’t matter, what would you be doing?

And maybe a little push to stop waiting for “someday.” ✨

05/07/2025

I’m incredibly honoured to be nominated in two categories this year as Best Insurance Advisor, Broker or Agent and Best Investment Advisor This recognition means so much to me. It reflects my passion for helping others achieve financial clarity and peace of mind.

Thank you to everyone who has supported me on this journey—it’s because of you that I get to do what I love every day.

If my work has made a difference for you, I’d be truly grateful for your vote!

🔗 https://bestof.kelownanow.com
Category: Finance & Law
➡️ Best Insurance Advisor, Broker, Agent
➡️ Best Investment Advisor

Let’s bring this home together—thank you Kelowna!

10/18/2024

My next Savvy Women Invest on Purpose event is live. I welcome you to join us for an evening of education, connection and engaging conversation with like-minded women.

Join us for Savvy Women Invest on Purpose, where we empower women to make smart financial decisions with confidence and intention!

10/16/2023

Are you considering a home purchase in the near future?
Learn about the FHSA. The First Home Savings Account (FHSA) is a new account designed to help Canadians save for a down payment on their first home, tax free :

Paid Post

09/05/2023

The first step of retirement is to determine what you want your life to look like. The second is to work with a financial advisor to successfully plan for a smooth transition. Ready to get started? ow.ly/MnvX104SQR1

07/24/2023

Parents, check your bank accounts—starting this July, your CCB payments are going up. Find out how much more you’ll receive.

Parents, check your bank accounts—starting this July, your CCB payments are going up. Find out how much more you’ll receive.

06/27/2023

Let’s be real, money can be a significant source of stress. In fact, according to a recent study on divorce, 68% of respondents said fighting over money was their top reason for getting divorced.

Just as important as creating financial wellness, is finding financial peace. What could be worse than having more than enough, but yet still feeling unsatisfied? It’s easy to feel stressed over the need to build more wealth and earn more money and lose your peace of mind.

The whole point of increasing your wealth is to have peace of mind when it comes to money.

Here are 5 ways to experience financial peace:

1️⃣ Spend money on what brings you joy.
Money gives you the ability to do things that make you happy. This could be like treating a friend to lunch, buying yourself a new book, going on a weekend getaway.

2️⃣ Give money to causes you care about. This is a great way to connect yourself and your money to something bigger. Money allows you to create the type of world you want to live in. Whatever you’re passionate about, find a way to give to it. The more you give, the more you receive.

3️⃣Gain financial clarity.
If you’re feeling afraid that you don’t have enough money or your money will run out, then take some time to really look at your finances. Set up a weekly money ritual to check on your finances regularly. This is your financial self-care time and can help bring your clarity and confidence to your overall situation.

4️⃣ Practice gratitude.
At the beginning of your weekly money ritual, write down 3 things that money has done for you or allowed you to do. There’s always reasons to be grateful for the money you have.

5️⃣ Embrace a minimalist mindset.
Simplify your life and limit your material possessions. Make room for more purpose and intentionality. When you become more thoughtful and intentional about the things you let into your life, then it’s much easier to be content with less

Having financial peace is one of the biggest contributors to financial happiness. If you want to dive deeper into your financial peace, let’s connect!

06/16/2023

Limiting risks to your business with the right business insurance can help you stay protected. Click the link to learn more about your options, and let’s talk!

See how business insurance helps protect businesses from things that may happen during the usual course of operations.

05/30/2023

From sorting out personal insurance to creating a savings plan, there are many things to consider when you’re planning to turn your side hustle into a business.

Reach out! Let me support you in creating a plan for your dream career.

Want to run your own business but still enjoy the stability of a steady paycheque? Maybe you should start a side hustle.