You Built a Business That Serves Others. Now It’s Time to Build Wealth That Serves You.
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As revenue grows, so does financial complexity.
Cash moves, yet clarity feels inconsistent. Decisions carry more weight. Profit doesn’t always translate into personal wealth.
This isn’t about working harder.
It’s about financial architecture.
You don’t need surface-level advice.
You need structure, foresight, and strategic oversight that matches the level you’re operating at.
The Wealth Visionnaire® is where reactive money management becomes intentional wealth leadership — so your business success translates into real, sustainable wealth.
The Prosperity Portal®.
When your business reaches a certain level, financial leadership becomes structural — not optional.
The Prosperity Portal® is my private Fractional CFO partnership for founders scaling toward and beyond seven figures.
Inside this partnership, we move from surface-level tracking to strategic oversight.
We model before you hire.
We forecast before you expand.
We allocate capital intentionally.
We align business performance with personal wealth positioning.
This is not bookkeeping.
It is executive financial leadership.
Because when revenue increases, complexity multiplies.
If you’re operating at a level where financial decisions materially impact your business, you shouldn’t be making them in isolation.
Executive leadership requires executive oversight.
If you’re ready for strategic forecasting, capital modeling, and financial architecture built to support scale, request a private Prosperity Portal consultation.
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Request a Private CFO consultationFeatured Conversations
Julie has been invited to speak on executive financial leadership, capital strategy, and scaling sustainably.
Strategic Pathways to Financial Leadership
Foundations
Install the Financial Structure First
If your revenue is growing but your cash flow still feels unclear, this is where you begin.
Foundations of Flow™ gives you the exact banking and allocation framework I use with private clients — so your business and personal finances are separated properly, revenue is distributed intentionally, and profit stops disappearing.
In less than an hour, you’ll understand where every dollar belongs and how to create immediate financial stability.
This is for founders building toward scale who want clean structure before complexity increases.
Wealth Audit
Clarity Before Your Next Big Move
If you’re already generating strong revenue and want executive-level insight before scaling further, the Wealth Audit is your next step.
In this focused 90-minute session, we evaluate:
• Profit retention and margin strength
• Cash flow stability
• Owner compensation structure
• Capital positioning
• Your path toward work-optional wealth
You leave with a clear financial roadmap — and immediate insight into what must strengthen before you hire, expand, or invest further.
This is precision without long-term commitment.
L'EmergenceÂ
30-Day Private Financial Coaching Intensive
For founders generating strong revenue who want focused financial recalibration — without stepping into full CFO partnership.
Over one month, we work together to:
• Cleanly separate business and personal finances
• Refine allocation and owner compensation
• Identify profit leaks
• Strengthen financial decision-making
This is coaching and strategic guidance — not embedded CFO oversight.
A contained, high-touch reset before your next level of scale.
Hey there!
I'm Julie.
YourÂ
wealth
visionnaire.
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 I’m an Investor and Corporate Finance Director turned wealth architect for scaling women founders.
For over 20 years, I’ve worked inside high-stakes financial environments — managing billions across pension funds, institutional portfolios, and global corporations through economic cycles, market volatility, and expansion.
That level of exposure changes how you see money.
Today, I bring that same capital discipline and forward modeling to women building serious businesses.
Because revenue alone does not create wealth.
Financial architecture does.
My work integrates structure, forecasting, capital strategy, and behavioral insight — so your business growth translates into personal wealth, stability, and long-term power.
When you’re ready to lead your money at the level you lead your business, we begin.
Discover Your Sacred Money Archetype®Â
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As your revenue grows, your money patterns grow with it.
What feels manageable now can become expensive at scale.
Your Sacred Money Archetype® reveals the pattern influencing how you retain profit, pay yourself, invest, and make expansion decisions.
This isn’t personality.
It’s financial awareness.
Because numbers don’t create wealth.
Patterns do.
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