Money Scoops

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

07/17/2026

If you feel stuck, it's understandable. That's why I'm here. I'll meet you where you are and help find opportunities that can get you where you're going.

This economic climate isn’t making anything easy. But that’s why I'm here. You might not be ready for the life you want ...
07/14/2026

This economic climate isn’t making anything easy. But that’s why I'm here. You might not be ready for the life you want to live just yet, but I can help you make a plan to get there.

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Plea...
07/13/2026

Tackling just one financial task each month is a great way to keep your goals on track without feeling overwhelmed. Please reach out if you'd like to review your personalized plan. http://spr.ly/6186BDml9j

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip bud...
07/06/2026

If you want to cheer on Team USA in person at the 2028 Olympics, let’s talk about how to draft a champion-level trip budget. We love seeing you reach your goals with confidence. http://spr.ly/6184B6tSZ6

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk a...
06/29/2026

Protecting your family is just one of many benefits life insurance can provide for you and your loved ones. Let’s talk about other benefits, too. http://spr.ly/6183B890rL

06/24/2026

You deserve to live with a little more confidence and a lot less second guessing. I can help you get that by helping you set up your financial plan.

Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhanc...
06/22/2026

Whole life insurance can be a key component of your financial future. Let’s talk about how we can structure it to enhance your overall plan. http://spr.ly/6187BDGCIJ

06/17/2026

The right financial plan makes it easier to feel confident about what’s next. I can help you put one together that would impress any dad.

Planning for their future doesn’t have to wait. I can help steer your family towards happily ever after. Let’s get start...
06/15/2026

Planning for their future doesn’t have to wait. I can help steer your family towards happily ever after. Let’s get started.

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your...
06/15/2026

Financial confidence is about more than just your net worth. Reach out and let’s discuss if you’re on track to meet your goals. http://spr.ly/6183B862uV

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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