About Julie Burkey

Julie helps her clients take the fear out of finances. She translates the language of finance into understandable terms, takes the fear out of financial matters, and empowers her clients to confidently discuss and make informed financial decisions, and take action.

She also creates and facilitates group coaching programs for healthcare organizations to help their cancer patients navigate through the challenges of living through a diagnosis, treatment, and beyond.

Julie’s venture into coaching is built on her years of experience ranging from starting a corporate travel and meeting planning company to her work with her husband and partner, Gary, in their highly successful Burkey Risk Management insurance business.

Shortly after Gary was diagnosed with prostate cancer, Julie decided to study coaching at one of the foremost coaching schools, The Institute for Professional Excellence in Coaching. This, combined with her training in Estate Management and her involvement in Sitkins Private Client Group internal coach workshops, armed Julie with the skills and processes she needed to set out on her own in the coaching field.

Julie was a devoted caregiver throughout her husband’s four-year battle with prostate cancer. She wore many hats during that time. “It helped me to feel like I was making a difference for him,” Julie shared. “I knew there would be a big hole in my life someday. My training as a coach helped me to know that I would find a way to transform my loss into a life of meaning.

When cancer stole the love of her life in 2017, Julie realized it was a pivotal moment for her. In spite of her success in business and even though, as a couple, they proactively discussed their finances, once Julie was widowed, she discovered there were still barriers to her being able to confidently take charge of her finances. She also recognized that cancer survivors and caregivers are often left on their own to navigate the emotional and life challenges that a cancer diagnosis creates.

Julie realized she could give in to grief and give up or she could channel that energy into helping others facing similar challenges. Anyone who knows Julie is not surprised that she took a pass on letting grief win.

You may not control all the events that happen to you, but you can decide not to be reduced by them. – Maya Angelou

Throughout Julie’s career, it is people who have been at the center of her focus. Through her coaching programs for individuals and groups, Julie empowers people impacted by cancer to take ownership of their wellbeing, reduce their stress, and improve their overall quality of life. She also works with women who are ready to step into their power, own their financial worth, and take charge of their finances so they can be leaders in their own lives.

When she’s not coaching, speaking, and facilitating workshops, you find Julie spending time with her family, volunteering in the community, and singing in her church choir, including in her role as Cantor.

Financial Consultation

What would be different if you felt more confident about your finances and had a plan for taking control?

Schedule a 20 minute consultation call to discuss what lies beyond the fear and what's possible when you have a plan.


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