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
