Julie Bonvillain

Losing someone you love brings unimaginable pain—and often, overwhelming financial uncertainty. You may be suddenly faced unfamiliar responsibilities and decisions, all while navigating deep grief. It’s completely natural to feel unsure of what comes next.

As a financial professional, I’m here to help you find clarity and confidence during this difficult time. My role is to guide you through the financial transition—considering income, budgeting, taxes, cash flow, and any changes in assets or benefits—to ensure you make informed, sustainable decisions that support your future.

This isn’t just about managing numbers. It’s about creating a calm, judgment-free space where you can ask questions and get the support you need, at your pace. I’ll work alongside you, and any other professionals you trust, to help you regain stability and peace of mind.

A bit about me: I have four grown children and one grandson. I recently moved to Richmond from the DC suburbs, and love exploring the area with my husband and our 4-year-old Boxer, Vonnie.

You don’t have to navigate this alone- I want to help you.