The Wealth Visionnaireยฎ ยท Instant Access
You built a business.
Now see exactly what it's
building for you.
You're generating real revenue. But how much of it is actually becoming wealth? This tool gives you the first honest, complete picture of your financial future — built to the same standard as the models used by institutional investors.
The honest truth
Most six- and seven-figure women have a revenue strategy.
Very few have a wealth strategy.
These are not the same thing.
What's inside
A CFO-level financial model,
built for you.
This is not a generic budgeting tool. This is the same framework institutional investors use to model financial outcomes — simplified into a seven-step experience designed for the way you actually think.
Your retirement lifestyle, fully costed
Walk through what your life actually looks like in retirement — housing, travel, healthcare, hobbies. The tool inflates everything to retirement-date dollars automatically. No spreadsheet required.
Your real number — in two versions
See both your Legacy Portfolio (live off returns, leave wealth to heirs) and your Full Life Portfolio (spend every dollar, nothing left over). Two different intentions. Two different targets. Both calculated precisely.
How many years at your current pace
At your current savings rate and asset base, exactly how many years until you're fully funded? The calculator solves for this precisely — and tells you whether you get there before or after your planned retirement date.
Your business contribution limits, optimized
Based on your entity type (LLC, S-Corp, C-Corp) and income, you'll see your maximum retirement contribution — plus a Compensation Optimizer that models different salary/distribution splits side by side.
Real estate, whole life, business exit — all modeled
Up to 5 properties (with inherited property stepped-up basis calculations), multiple whole life policies, and a business exit scenario with after-tax net proceeds. Your full wealth picture in one place.
A printable report to share with your advisor
When you're done, print your full inputs and results as a clean report — something tangible to bring to your next conversation with your CPA, financial advisor, or fractional CFO.
What you'll see
Your results page looks like this.
Example numbers only. Your results are based on your real inputs across seven detailed steps.
"She thought she was way off. Based on all this — you'll be fine. And she had no idea."
Julie Praline ยท The Wealth Visionnaireยฎ
Is this for you?
This is built for women who
are ready to see clearly.
You don't need to understand investing to use this. You just need to be honest with your numbers and ready to stop guessing.
This is for you if…
- You generate six or seven figures in revenue but don't know what your business is actually building
- You have cash sitting in a bank account and know it should be working harder
- You've never mapped out what financial freedom actually looks like for you in numbers
- You want to understand your retirement contribution options as a business owner
- You're ready to move from reactive to intentional with your money
You might not need this if…
- You already have a comprehensive financial plan with a CFO or advisor you meet with regularly
- You're in the very early stages of your business and not yet generating consistent revenue
- You're looking for specific investment recommendations (this is a planning tool, not investment advice)
Julie Praline ยท The Wealth Visionnaireยฎ
20 years inside institutional finance. Now building wealth architecture for women founders.
I spent over two decades managing billions across pension funds, institutional portfolios, and global corporations. I've seen how capital compounds when it's managed with intention — and I've seen what happens when it isn't.
This tool is built from the same financial modeling framework I used in institutional environments — brought to life for the woman running a serious business who deserves the same quality of thinking, without needing to hire a Wall Street team to get it.
The Financial Freedom Calculator is the first step. Clarity before strategy.
Ready?
Stop guessing.
Start knowing.
Your financial future deserves the same rigor you bring to your business. Get your complete picture today.
This tool provides financial education and planning estimates. It is not financial, tax, or investment advice. Always consult a qualified professional before making financial decisions.
