From "Start up to Level Up" with Julie Loughlin Haers

Julie Loughlin Haers

Co-founder of Breathe Capital Planning LLC Located in Rochester, NY and operating in multiple states in

the US.

A catalyst for change and asking the questions of why not now and why not you?

An involved Mom who adores her one and only son and inspires and encourages him on his own path to

entrepreneurism

An inspired motivational speaker and presenter focused on sharing more love and kindness in the world

through sharing stories of overcoming

An aspiring writer of her life story of “becoming who you always thought you could never be.”

A spirit led financial advisor that focuses on connecting to what resonates for her client.

A nurturing business- woman who values and cultivates life- long relationships with her clients and

friends.

An aspiring baker that has learned to integrate healthier ingredients.

Accomplishments

 The biggest accomplishment to date to conceiving and delivering a healthy baby boy in Sept.

2005 when a team of specialist told her she would never have children after going through 3

years of unsuccessful fertility treatments, Julie turned to Eastern medicine and meditation and

was able to successful bring into this world the love of her life- Jared.

 Julie has been a leader in multiple businesses as a paid consultant in both construction and

financial industries

 Julie was in the top 20 of women across the country with her then Broker dealers in financial

services in 2017 and was invited to be a part of a 20 -women retreat where their focus was

increasing their business was 20% more and accomplishing their biggest goals within 6 months-

Julie exceeded that metric and was the #1 in her category that year and accomplished the 3

massive goals she set for herself.

 In -2019 Julie has in the “Leader’s Club” of her next Broker Dealer she was affiliated with which

is the very top 20% of the company.

 In 2020 she started her partnership with business partner Noah Fehrebach and in 2022 they

founded their own office as Breathe Capital Planning where they have helped collectively

hundreds of clients with successful financial plans both personally and professionally

 Julie is currently traveling the US as a speaker focusing on overcoming challenging circumstances

as well as creating and maintaining a positive money mindset as a woman in business today.

 Her office is in Rochester, NY but she can work with clients across the US.

www.breathecapitalplanning.com

jhaers@lincolninvestment.com