Email : jude@upperlinefinancial.comPhone: 504-610-5833
Featured Posts

Have an Inherited IRA? Supreme Court Ruling Affects Creditor Protection

In our work with Entrepreneurs and Physicians, issues of asset protection always come up.  We understand the rules associated and  work with clients alongside their legal advisors to protect the ...

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Money - Balancing Spending Now and Saving for the Future

I'm very excited to have my first piece run for Money Magazine's new website Money.com, about balancing spending now and saving for the future.  This is a fundamental struggle that ...

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Should You Pay Off Student Loans Early? 5 Questions to Consider

I've recently had a few clients and children of retired clients ask me questions about paying off their student loans early, so I thought a blog post was in order. ...

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Focus on Progress, not Perfection

When I work with families, they tend to share a few characteristics - They're incredibly bright, which makes them good at seeing lots of possibilities in situations which leads to success ...

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9 Questions About Money to Answer With Your Spouse

I recently had a conversation with my wife where I told her that an event was going to be held next friday.  We left the conversation, and thought we both ...

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About Upperline Financial


Upperline Financial Planning provides a fresh take on the Financial Planning process. My mission is to help you use your money to make your life’s dreams a reality. Upperline is a fee-only financial planning firm, meaning we earn no commissions on products or investments. My only goal is to help you live the life that you want to live.
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