Email : jude@upperlinefinancial.comPhone: 504-610-5833
Featured Posts
A Simple Way to Set Goals for 2014

A Simple Way to Set Goals for 2014

I love complex processes.  I really do.  There's just something about the intricacies of a large spreadsheet that can really get my brain going, and I can spend lots of ...

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9 Questions About Money to Answer With Your Spouse

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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Cash is King – It’s Useful For More Than Mattress Stuffing

Cash is King - It's Useful For More Than Mattress Stuffing

I seem to be having conversations with clients daily about cash.  We talk about how little they spend in cash anymore, the pennies in interest they are earning in their ...

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Frustrated With Your Partner? Here’s Your Task

Frustrated With Your Partner? Here's Your Task

I often find when I talk to clients, they're frustrated with a specific financial trait that their partner has.  Lately I've been saying something different to these clients, and hopefully ...

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National Retirement Planning Week

National Retirement Planning Week

You may know that April is Financial Literacy Month. What you may not know that last week was National Retirement Planning Week. While the whole month's focus is to increase your ...

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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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