WEALTH ADVISORY + PLANNING
Structure. Strategy. Security.
Wealth management centered on your values—designed for women, families, and anyone ready to move forward with purpose.
Our Approach
Structure
Let's get organized. You shouldn't have to keep all the pieces in your head. We organize your investments, taxes, retirement income, cash flow, equity compensation, and legacy planning—so you can see how it all fits together.
Strategy
Your goals. Your path. Every decision should move you closer to what you want. We help design thoughtful strategies built around your real questions and your real life—so each choice supports the next and aligns with where you're actually headed.
Stewardship
Move forward with confidence. You don't need all the answers—just a plan you trust. With structure and strategy in place, we help you approach decisions with clarity—steady through transitions, resilient through uncertainty, and feeling ready for what's next.
Our Services
We help you organize your financial life, make confident decisions, and move forward with purpose. We believe in long‑term relationships, honest conversations, and service you can trust.
Planning
No two plans are the same. Your life isn't a template, and your financial plan shouldn't be either. Whether you're buying your first home, growing your family, launching a business, navigating a career change, or building multi‑generational wealth—we design strategies that fit where you are and where you're headed.
Throughout our work together, you'll have your MAP—a custom plan that gives you a clear, prioritized set of actions so you always know what's next.
Advisory
Disciplined investment stewardship. Investments and financial products can be complicated and overwhelming. We navigate that world every day so you don't have to. We help identify portfolios that align with your complete financial picture—so everything works together to support what matters to you, not just what's happening in the markets.
How We Work Together
Warmup
We start with an honest conversation—the good, the bad, and the ugly, no judgment. What's on your mind? What are you hoping for? We listen, ask questions, and begin to understand what matters to you.
Benchmark
We skip the small talk and dive in. We help put words to the values you have around money, your goals, and the legacy you want to leave behind—so we know exactly what we're building toward. We'll identify what's working, what's not, and what's getting in the way.
Refine
We sit down together and walk through your options. We talk through different paths, answer your questions, and shape a plan that actually fits your life.
Align
Now we get to work. We coordinate with the people already in your corner—family, attorneys, accountants—bringing all the puzzle pieces together so nothing falls through the cracks.
Review
Life shifts. Kids grow up, jobs change, parents need care. We stay connected through formal check-ins, quick questions, and whenever you need a sounding board—so your plan shifts with you and everything keeps working as your life unfolds.
Meet Our Team
Financial planning is personal—and often deeply emotional. It takes trust, honest conversation, and someone who truly listens. We're a small team by design, supported by the resources of The Wealth Consulting Group.
Julia McCormick
CFP®, RICP®, CDFA®
MANAGING PARTNER, PERSONAL CFO
I've spent nearly 15 years working with women, families, and small business owners who know there's something more they could be doing with their money—they just need help figuring out what that is.
Think of me as your Personal CFO—someone who oversees your entire financial life so you can focus on living it. I'm qualified as a Certified Divorce Financial Advisor, mediator, businesswomen and mom. I understand complex family dynamics, the impact money can have on relationships. Whether you're in a phase of life that's good, bad or ugly, I know the importance of having a trusted confidant when navigating uncharted waters.
Here's what I love: watching clients move from feeling overwhelmed to having a clear path forward. Seeing them ask deeper questions as we work together. Helping them potentially pay less in taxes, efficiently fund their dreams, and leave a legacy that matters. Those outcomes don't happen by accident—they happen when we take the time to understand what really matters to you.
I've played viola most of my life, and music taught me how to listen—really listen—and how every detail matters when you're building something meaningful. I bring that same attention and care to financial planning. Every client is different. Every situation deserves thought and intention.
When I'm not working with clients, I'm performing with Des Moines ensembles, raising three boys with my husband Kyle in Urbandale.
Rachel Rolfes
CLIENT SERVICES MANAGER
The best part about making a plan is watching it come to life—and that's where I come in.
I handle all the details behind the scenes so nothing falls through the cracks. I want to know you and make your life easier by anticipating your questions, keeping you in the loop, and celebrating even the smallest milestones along the way.
When I'm not working with clients, you'll likely find me covered in soil from my garden or flour from my kitchen.
Small Team, Big Resources
McCormick Advisory & Planning offers advisory products and services through The Wealth Consulting Group, a registered investment advisor. That means we get access to institutional investment resources, portfolio oversight, and a full team of specialists—while keeping the personal, thoughtful service of working with a dedicated team.
Investment Oversight
Part of what McCormick Advisory & Planning brings to every client relationship is access to a dedicated team of investment professionals at The Wealth Consulting Group—watching the markets, reviewing portfolio strategies, and making sure your money stays positioned for what's ahead. So while you're living your life, we're working.
Our Goal
Competitive returns for the level of risk that makes sense for your life—not someone else's.
Thoughtful Investments
A thoughtful blend of active and passive strategies—designed to keep your portfolio working in every season of the market.
Weekly and Monthly Oversight
The investment team meets weekly to stay on top of market changes and monthly to review portfolio performance—so we're not caught off guard.
What Our Clients Are Saying
We believe financial planning should feel like a deep breath—not a sales pitch. Here's what clients say about working with us.
I've seen a noticeable improvement in my financial situation since partnering with McCormick Advisory + Planning. Their guidance on budgeting, investing, and long-term planning has made a real difference. They're proactive, knowledgeable, and genuinely invested in their clients' success.
— Sarah H.
Let's Talk
Ready to move from "what's next?" to strategically aligned? Let's start the conversation.
Location
2940 Ingersoll Ave. Suite 100
Des Moines, IA 50312