“From Money Chaos to Visionnaire-Level Clarity.”
Your 90-Day Coaching Experience to Create Your Profit Pathway. Feel in Control. Build Aligned, Lasting Wealth.
You’re making money in your business—but if you’re being honest, it still feels messy.
Your personal and business finances are tangled. You’re not sure how much you can actually pay yourself. Hiring feels out of reach. And investing? You want to, but you feel behind and unsure where to begin.
The Prosperity Portal is a 90-day private coaching experience for soul-led female entrepreneurs ready to create clarity, control, and long-term wealth using a simple, sacred money system that actually works.
We combine values-aligned cash flow structure, the power of your Sacred Money Archetype®, and get educated on building your own investing strategy—so you can stop winging it and start leading your money like a Visionnaire.
If this sounds familiar, you're in the right place...
You’re making sales, sometimes even hitting big months—
but when you check your bank account, you whisper:
“Where did it all go?”
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You’re constantly juggling payments, tools, taxes, and team costs—
and you hope it’ll work out instead of knowing for sure.
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You’re only able to pay yourself after everyone and everything else—
and some months, that means you don’t get paid at all.
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You’ve taken on debt to keep things going,
but now the repayments are starting to feel heavy—and you’re not sure how to break the cycle.
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You want to hire support, invest in your next level, or even take a break—
but you don’t know what you can actually afford.
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You’ve worked so hard to build a business you love…
but lately, you’re wondering if all this hustle is really worth it when your profit is still unpredictable.
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You avoid opening your banking app because it brings more anxiety than clarity—
even when things are “going well.”
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You keep putting off investing because it feels complicated, risky, or like something you should already understand.
You’re not bad with money. You just haven’t been shown a system that supports you.
By the End of 90 Days, You Will…
Feel calm, clear, and in control of your money.
Know how to lead with your Money Archetype.
Have Untangled Personal and Business Accounts.
You Have Questions? I Have Answers
Let's explore how I can support you in your financial journey. Book a free 30min discovery call.
Free Discovery Session
This Program Includes:
1:1 Calls with Me
Weekly (30 min) or Bi-Weekly (1 hour). Let's choose what's most effective for you!
Instant Learning Modules & Tools
Bite-sized lessons on personal and business finance & investing + tools
Email & Telegram Support (Weekdays)
Ask questions & get real-time guidance when needed.
The Wealth V.I.S.I.O.N. Method: Your 6-Part Framework for Aligned Wealth
Inside The Prosperity Portal, we walk through my signature V.I.S.I.O.N. Method—a holistic process designed specifically for women entrepreneurs who want to lead their money from a place of clarity, confidence, and calm.
V - Value-Centered Clarity
Discover your Sacred Money Archetype®—a personality-based money profile that reveals how you’re uniquely wired to earn, spend, and build wealth. Unpack your money story and redefine success on your terms, so your financial strategy reflects your values—not external pressure.
I - Intentional Earning Strategy
We take a clear-eyed look at your business revenue, then design a money plan that aligns with your goals for profit, sustainability, and growth. You’ll learn how to project income, allocate wisely, and build a financial roadmap that supports both your short-term needs and long-term vision.
S - Separate & Simplify
I - Invest with Confidence
Whether you're starting from zero or want to grow your portfolio, you'll learn to invest in the stock market intentionally and consistently—so your money works as hard as you do.
O - Own your CEO Role
Step fully into financial leadership. From hiring to planning for growth, you’ll learn to make decisions from a place of calm power—not financial guesswork.
N - Normalize Wealth
Anchor in new habits, rituals, and systems that sustain your financial growth and support your nervous system as you step into your next level.
Ready to Step Into Financial Leadership?
You’re done with financial confusion, second-guessing, and waiting for “someday” to take control of your wealth. You’re ready for a strategy that aligns with who you are—and builds the financial future you actually want.
This is not just a call. This is your first step toward financial sovereignty.
Book Your Free Discovery Session
What Others Have Experienced
Learning with me
"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!!"
Danielle Paige
"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
Hi! I'm Julie.
I WILL BE GUIDING YOU THROUGH WEALTH CREATION
With nearly two decades of experience in corporate finance and investing, I’ve built my career managing billions in assets and selecting stocks at some of the world’s most respected financial institutions. I started as a financial advisor’s assistant and rose through the ranks in a male-dominated industry, ultimately hiring and leading a high-performing team for a new sustainability finance function at a global food retail giant.
But numbers were never the full story.
What truly drives me is this: closing the gender investing gap. After years of witnessing how little women were included in money conversations—especially around investing—I felt a deep calling to change that.
Today, I help ambitious women gain clarity, confidence, and control over their finances. I create safe, judgment-free spaces to learn how to build wealth intentionally—without jargon, overwhelm, or shame.
Whether you’re untangling your personal and business finances, or just beginning your investing journey, I meet you where you are and help you build a vision for financial freedom.
Let’s turn knowledge into power and help you step into the role of empowered investor—on your terms.
Frequently Asked Questions
ALL YOUR QUESTIONS ANSWERED HERE
Do I need a lot of money to start investing?
For how long do I have access to this course?
What if I have a question in between our sessions?
What if I don't like the program, can I get a refund?
I want to get rich quick, is this for me?
How long does it take to complete the program
You're Ready For Your Free Discovery Session.
This is not just a call. This is your first step toward financial sovereignty.
Book Discovery SessionDisclaimer:
The information provided during the classes and live coaching is not intended as investment, tax, or legal advice. All information provided is for educational purposes only. I am not a Financial Advisor, Certified Financial Planner or a Certified Public Accountant. Investing in the stock market has risks and may result in loss of principal and capital gains. Past market performance does not guarantee future results.
