Financial Vision - Free Discovery Call

Let's map your path to financial confidence!

In this complimentary 15-minute Financial Vision Discovery Session, we'll:

  • Uncover what's really holding you back from reaching your money goals
  • Identify your biggest financial opportunities and challenges
  • Explore how personalized financial coaching could help you create a clear roadmap to build lasting wealth

This session is perfect for ambitious women who:

  • Want to feel more confident managing their money
  • Are ready to go beyond basic budgeting and savings
  • Dream of building real wealth but aren't sure where to start
  • Know they could be doing more with their money but need guidance

Ready to transform your financial future? Book your session now.

 

Once you sign up, you will receive an email confirming your "purchase". Login into your account to schedule a 15min slot that fits your schedule. 

And subscribe to our email list on the right to receive our emails! I promise I won't spam your inbox (which reminds me...check your junk folder if you don't see my confirmation email).

 

Please read those important disclaimers:

The information provided during coaching sessions is for educational purposes only and should not be construed as personalized financial, legal, or investment advice. Clients are encouraged to consult with a certified financial planner or other financial professionals before making any investment decisions.

There are no guarantees regarding the success or profitability of any investment strategy discussed. All investments carry risk, including the potential loss of principal.

Clients are solely responsible for their financial decisions and outcomes. The Wealth Visionnaire will not be held liable for any financial losses or gains incurred as a result of the information provided during coaching sessions.

Past performance is not indicative of future results. Investment outcomes may vary, and market conditions can change rapidly.

The Wealth Visionnaire is not a licensed financial advisor, and this coaching does not substitute for professional advice from a certified financial planner, tax advisor, or registered investment professional.

Any personal financial information shared during coaching sessions will be kept confidential and will not be disclosed without the client’s consent, except as required by law.

This coaching does not provide tax or legal advice. Clients should consult with a qualified tax professional or attorney for tax-related or legal matters.

All payments for coaching packages are non-refundable. Coaching sessions are designed to be educational and transformative, but results are not guaranteed.

What People Are Saying:

"Julie has demonstrated an excellent understanding of my financial needs and goals. I have complete confidence in her and her professional abilities and I have always found her advice to be clear, relevant and next level."

Jill

Free