Wealth Strategy for Women Leaders
For the Woman Who Built Her Business on Passion…
...Now It’s Time to Build Her Wealth With Precision.
You Built a Business That Serves Others. Now It’s Time to Build Wealth That Serves You.
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You’re a visionary, service-led founder—known for the depth of care, transformation, and excellence you deliver.
But when it comes to your own money... things feel heavier than they should.
Your finances feel more complex than your craft.
Money moves, but not always with clarity.
Cash accumulates—then disappears.
Decisions stack. Pressure builds.
And despite your success, your wealth doesn’t yet reflect the life you’re here to lead.
Behind the scenes, you're holding more than anyone sees.
And you know—this isn’t about more hustle.
This is about wiser stewardship.
You’re not here for quick fixes or surface-level advice.
You want structure and intuition.
Strategy and sovereignty.
A way of leading your money that mirrors the leadership you already bring to your business.
The Wealth Visionnaire® is where you shift from reactive money management into strategic wealth stewardship—with clarity, foresight, and deep confidence.
This is where your business success begins translating into true personal wealth.
Where numbers feel grounding, not overwhelming.
And where your money finally moves in service of the life you’re building.
Featured Conversations
IÂ have been invited to speak on scaling, cash flow, profit, and why structure matters more than top-line numbers.
Listen now!
Work With Me
QUIZÂ READING
This 30-minute 1:1 Sacred Money Archetype session is a powerful deep dive into how you actually relate to money. We’ll review your top three archetypes to uncover your natural strengths, the patterns that come easily to you, and the blind spots that may be quietly limiting your financial growth. When you understand these dynamics, money stops feeling confusing or inconsistent — you gain clarity, self-trust, and a personalized lens for making smarter, more aligned decisions with your earning, spending, saving, and investing.
Wealth Audit
In this highly focused 90min session, we’ll work on one high-impact area — such as organizing accounts, identifying money leaks, clarifying key KPIs, reviewing your net worth and path to work-optional life, or receiving clear, feminine-centered investing education. You’ll leave with calm clarity, a personalized roadmap, and renewed confidence in your role as CEO of your wealth.
L'EmergenceÂ
Some women leave the 90-Minute Wealth Audit ready to soar—others crave deeper support to turn their financial vision into reality. That’s where L'Emergence inside The Prosperity Portal® comes in: a luxurious, high-touch 1 month experience designed to help you embody ease, wealth, and confidence as your money begins to work for you. Â
Executive Financial Oversight for Women Scaling to Seven Figures
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You’ve built the revenue.
Now you need financial architecture strong enough to hold it.
The Prosperity Portal® is a private Fractional CFO partnership for founders making high-stakes decisions — hiring, expansion, compensation, capital deployment — who refuse to operate without foresight.
Strategic forecasting.
CEO-level dashboards.
Scenario modeling before you move.
You don’t need more reports.
You need executive financial leadership.
More info please!Hey there!
I'm Julie.
YourÂ
wealth
visionnaire.
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Helping women master Money.
I help ambitious women—whether they’re leading companies or building their own—turn their income into lasting wealth through smart financial architecture and confident investing.
Over the past 20 years, I have managed billions for pension funds, high-net-worth clients, and global corporations—seeing firsthand how few women were ever invited into the real conversations about wealth, profit, and power. My mission now is to change that.
I love to initiate new ways for women to lead their money with vision. I blend intuition and strategy to help women grow, protect, and multiply their wealth.Â
I know what it’s like to achieve success—and still feel unsure if your money is truly working for you. That’s why I created The Wealth Visionnairel®, a space where women can finally stop leaving their cash idle, align their finances with their goals, and start multiplying their money with ease, clarity, and confidence.
Because financial freedom isn’t just about earning more. It’s about being intentional, strategic, and visionary so your wealth reflects the life, impact, and legacy you’re here to create.
Discover Your Sacred Money Archetype®Â
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Before Your Revenue Scales Further
As your business grows, your money patterns grow with it.
At lower revenue, they’re manageable.
At higher revenue, they become expensive.
Your Sacred Money Archetype® reveals the subconscious financial pattern influencing how you:
Make expansion decisions
Retain profit
Pay yourself
Deploy capital
Approach investing
Respond under financial pressure
This isn’t about personality for curiosity’s sake.
It’s about understanding the behavioral architecture shaping your wealth trajectory.
Are you an Accumulator, Alchemist, Celebrity, Connector, Maverick, Nurturer, Romantic, or Ruler?
Each archetype carries strengths — and blind spots.
When unexamined, those blind spots scale alongside your income.
When understood, they become strategic leverage.
The Sacred Money Archetypes®, developed by Kendall Summerhawk, is one of the most powerful diagnostic tools I’ve integrated into high-level financial strategy work.
Because numbers alone don’t drive financial outcomes.
Patterns do.
Take the quiz to uncover the financial behavior shaping your business — and understand what needs strengthening before complexity increases.
Tell Me More!
TESTIMONIALS.
Let Others Inspire You.
"I finally opened up my brokerage account after attending the Unlocking Wealth: Brokerage Account Masterclass! Julie walked through all the steps and made it very easy to follow!"
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Victoria
"Julie is a true wealth witch in the best way possible. I watched her webinar on opening a brokerage account and she broke it down so easily and made it digestible for everyone. I have already been investing and even with that she helped me understand so many concepts and tips at a deeper level. I highly recommend Julie as she is one to watch and learn from if you're a newbie or even advanced as she has a "wealth" of knowledge. Pun intended!!"
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Danielle Paige
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