“Step into the season where your wealth grows effortlessly.”

Your 90-Day Coaching Experience to Create Your Profit Pathway. Feel in Control. Build Aligned, Lasting Wealth.

 

You’re creating wealth through income flowing in—and now you’re ready to weave clarity, structure, and financial elegance into what’s already working.


In The Prosperity Portal™, your finances will move with precision. You’ll know exactly how much to pay yourself, when to invest, and where your capital can grow—so expansion becomes your standard.

The Prosperity Portal™ is a 90-day private coaching experience for soul-led women 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 The Wealth Visionnaire® that you are.

 

Let's Connect!

And explore how I can support you in your financial journey. Book a free 30min discovery call. 

Free Discovery Session
 

If this sounds familiar, you're in the right place... 

 

You’ve built impressive income and momentum in your career …
but you know your money could be doing so much more for you.

You see the balance in your accounts, and instead of feeling satisfaction—you feel curiosity.
“Is my cash really working as hard as I am?”

You move money strategically between business, personal, and savings accounts—
but you’re ready to optimize the flow so it compounds, not just circulates.

You’ve invested in your growth, your team, your lifestyle—
now you’re ready to invest in becoming work optional.

You want clarity about how much you can allocate, when, and where—
so you can confidently say yes to opportunities, expansion, and rest.

You’re not afraid of numbers—you just want them to tell a story of momentum, not maintenance.

You know the markets can build your wealth, but you want a plan that feels feminine, simple, and strategic—
one that multiplies your money while honoring your values.

You’re not “bad with money.”
You’re a woman who’s ready for her finances to match her vision.

 

 

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…

You’ll hold clarity and control—meaning every dollar has purpose, projection, and direction.
You’ll lead confidently from your Money Archetype, amplifying your unique brilliance.
Your cash flows will operate harmoniously, with no more leaks, no more guesswork.
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This Program Includes:

1:1 Calls with Me

Weekly (12 x 30 min) or Bi-Weekly (6 x 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 Support (Weekdays)

Ask questions

& get real-time guidance when needed.

The Wealth V.I.S.I.O.N. Method: where strategy meets soul to turn financial potential into lasting prosperity.

 

Inside The Prosperity Portal™, we walk through my signature V.I.S.I.O.N. Method—a holistic process designed specifically for women who want to lead their money from a place of leadership, confidence, and calm. 

 

V - Values & Vision Alignment

Define what true wealth looks like — and feels like — for you.
You’ll connect your money goals to your deepest values, lifestyle desires, and long-term dreams. We anchor your financial vision in purpose so every decision — saving, spending, or investing — feels aligned and intentional. Because wealth without direction is just numbers.

 

I - Inner Wealth Recode

Shift your money mindset through your Sacred Money Archetypes®.
We uncover your unique money personality — your strengths, triggers, and patterns — so you can release the beliefs that have kept you from taking confident action. You’ll transform emotional resistance into self-trust and finally feel safe expanding into wealth.
 You stop reacting to money, and start leading it.

 

S - Simplified Money Structure

Create an elegant account and cash-flow system that supports your vision.
You’ll clarify your personal and business account structure, design simple automations, and organize your money flow so budgeting and forecasting become effortless. No more overwhelm — just clarity and calm control.
You’ll know exactly where every dollar goes — and why.

 

I - Indicators of Wealth

Track what truly matters — like the CEO of your life.
You’ll learn which financial KPIs to monitor regularly: from net worth and portfolio growth to sales margin or recurring revenue (if you’re a business owner). With data driving your confidence, money becomes a mirror of your progress, not a source of stress.
 Because what gets measured grows.

 

O - Own your CEO Role

Put your money to work through intentional wealth-building assets.
You’ll learn to invest with clarity — understanding the stock market, ETFs, and long-term compounding strategies that align with your values. We demystify investing so it feels approachable, not intimidating.
 You become the woman whose money works as hard as she does.

 

N - Normalize Wealth

Anchor the rituals that sustain your abundance.
You’ll establish practical habits — weekly money dates, monthly forecasting, quarterly portfolio reviews — that make wealth creation a natural rhythm in your life. No more “set and forget” or “out of sight, out of mind.”
 Wealth becomes your lifestyle, not your project.

 

Ready to Step Into Financial Leadership?

You’re done letting your cash sit idle. You’re ready for a strategy that aligns with who you are—and builds the financial future you actually want.

 

It's time for you to book a 30 minutes discovery call. And launch 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.

Pay in Full: $2,700

Pay in full and save 10%—because your wealth expansion starts with a powerful decision today.

Step Into Your Prosperity

Payment Plan: 3 x $997

Flexibility is key: 3 monthly payments of $997—because building wealth should feel aligned and accessible

Start Your Wealth Journey

Frequently Asked Questions

ALL YOUR QUESTIONS ANSWERED HERE

You're Ready For Your Free Discovery Session.

 

This is not just a call. This is your first step toward financial sovereignty.

Book Discovery Session

Disclaimer:

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.