The Wealth Visionnaireยฎ ยท Financial Freedom Calculator
You built a business.
Now see exactly what
your money is building for you.
You didn't build this business to stay stuck asking the same questions. Do I have enough? Can I invest this? Should I wait? You built it for the freedom on the other side. To donate to the causes that matter to you without hesitation. To book the trip, buy the beautiful thing, fund the vision without second-guessing yourself. To run your business the way you want, not the way fear dictates.
But liberation with money doesn't come from earning more. It comes from knowing more. Knowing your number. Knowing your path. Knowing, with certainty, that you have the cash flow to move forward on your own terms.
This calculator is where that knowing begins.
Most six and seven figure women have a revenue strategy.
Very few have a wealth strategy.
These are not the same thing.
This isn't just a financial calculator. It's the end of the shame spiral. The quiet embarrassment of running a six or seven figure business and still not knowing if you can afford what you actually want. It's the beginning of directing your money with the same clarity and intention you bring to everything else in your life.
The month in Costa Rica. The investment you've been circling. The cause you want to fund. The furniture you've been waiting to feel "ready" for.
When you see your full wealth picture, clearly and completely, you stop asking "can I afford this?" and start deciding "is this what I want?"
That is what financial freedom actually looks like.
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 โ simplified into a seven-step experience designed for the way you actually think. Video walkthroughs guide you through every step so you never get stuck.
Your work-optional lifestyle
What does your life actually look like when work is a choice? We start here โ with the real cost of how you want to live: housing, travel, healthcare, the things that matter. The tool inflates everything to a future date you choose, automatically. No spreadsheet required.
Your real number, in two versions
You'll see two distinct portfolio targets. Your Legacy Portfolio is built to live off returns indefinitely and leave wealth behind. Your Full Life Portfolio is built to spend every dollar with nothing left over. Two different intentions. Two different targets. Both calculated precisely. You decide which version of financial freedom you are actually building toward.
How many years at your current pace
Based on your savings rate and your current asset base, exactly how many years until you're fully funded to stop working? The calculator solves for this and tells you whether you arrive before or after the date you have in mind.
Your contribution limits, optimized
Based on your entity structure and your income, you'll see your maximum tax-deferred and tax-free contribution limits. The Compensation Optimizer models different salary and distribution combinations side by side so you can see exactly how structure impacts what you keep.
Real estate, whole life, business exit โ all modeled
Life is layered. This tool accounts for that. Add investment properties, whole life policies, and a business exit scenario with tax impact. Your complete wealth picture, in one place.
A printable report
When you're done, print your full inputs and results as a clean, professional report. Bring it to your CPA, your financial advisor, your fractional CFO, or into a conversation with me. Something tangible that moves you from insight to action.
Your results page looks like this.
Built for women who are ready to see clearly.
You don't need to understand investing. You don't need to be a tax expert or a financial planner.
You need to be honest with your numbers and ready to stop guessing.
You're generating six or seven figures in revenue and aren't certain how much of it is actually building wealth
You have cash sitting in a bank account that you know should be working harder
You've never mapped out what financial freedom looks like for you in real numbers
You want to understand the full scope of your wealth-building potential
You're ready to move from reactive to intentional
Julie Praline
The Wealth Visionnaireยฎ20 years managing billions in institutional finance.
Now in your corner.
For over two decades, I worked inside high-stakes financial environments โ managing billions across pension funds, institutional portfolios, and global corporations. I built the models. I ran the numbers.
This tool is that same framework, designed so you can finally see your complete financial picture without needing a Wall Street team to get there.
Revenue alone does not create wealth. Financial architecture does.
Stop guessing.
Start knowing.
Your financial future deserves the same rigor you bring to your business.
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.
