Money Scoops

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Money Scoops Julie Linehan, CFP®️, ChFC®️ is a Financial Wellness Advocate and Wealth Advisor.

10/16/2026

Want to find the right game plan for your finances (and still keep your nose)? I can help you build stability for your future and let go of what's not working. If that sounds nice, let’s chat.

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s g...
10/07/2026

Here’s everything you need to know about your first appointment with me. It’s straightforward, simple, and easy. Let’s get started.

10/01/2026

When you’re feeling like life is a little off-balance, remember—you can’t control everything, but you can control your financial plan. Let’s get started on yours today.

09/28/2026

Financial spirals were so last year. I’m ready to meet you where you are, ask better questions and uncover more opportunities to help you flourish.

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk a...
09/28/2026

No one can predict exactly what retirement will look like. That’s why having a plan that can adapt matters. Let’s talk about ways to create flexibility and confidence for whatever retirement brings. http://spr.ly/6181BGdY5P

09/23/2026

To-do lists never end, but the right financial plan can make them feel less overwhelming. Don’t crash out, let’s meet and discuss your next steps.

Fall is the perfect time for a financial reset. Review your benefits, taxes, and retirement contributions before year-en...
09/21/2026

Fall is the perfect time for a financial reset. Review your benefits, taxes, and retirement contributions before year-end deadlines. Reach out to me, and we can build a personalized plan together. http://spr.ly/6184BGJ4NK

09/16/2026

There’s nothing wrong with being in your financial planning era. That’s where I come in. Let’s work together on your path to financial freedom.

Your grandkids may be one of your biggest financial priorities—but they shouldn't jeopardize your own well-being. Here a...
09/14/2026

Your grandkids may be one of your biggest financial priorities—but they shouldn't jeopardize your own well-being. Here are smart ways to help build their future while protecting yours. http://spr.ly/6181BGJ4NR

Address

45 Braintree Hill Park, 2nd Floor
Braintree, MA
02184

Opening Hours

Monday 7am - 5pm
Tuesday 7am - 5pm
Wednesday 7am - 5pm
Thursday 7am - 5pm
Friday 7am - 4pm

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