The Prosperity Portal

“Investing is the alchemy of turning pennies into pounds, dreams into reality, and uncertainty into prosperity.”

Your 90-Day Coaching Experience to Master Your Finances, Invest with Confidence & Build Wealth on Your Terms

You’re making good money—but does it feel like you’re actually building wealth?

Maybe you’ve been saving but not investing because you're afraid of making mistakes.
Maybe you feel like money is slipping through your fingers, and you don’t have a clear plan.
Maybe you’ve tried to figure it out on your own, but with all the conflicting advice out there, you end up doing nothing.

What if, in just 90 days, you could feel confident, in control, and have a personalized roadmap to wealth that actually works for YOU?

That’s exactly what we’ll create inside The Prosperity Portal.

This 1:1 private coaching experience is designed to help you:
$ Heal your relationship with money so you can stop feeling stuck.
$ Build a financial plan that fits your lifestyle, values, and goals.
$ Start investing with clarity, confidence, and zero stress.

No more waiting. No more uncertainty. Just a step-by-step plan that gets you results.

This private 1:1 coaching program is designed for ambitious women like you—high achievers who are diligent savers but still feel like true financial freedom is just out of reach.

Here’s the truth: Counting on yearly pay raises won’t build wealth. Investing will.

Yet, personal finance isn’t taught in school, and investing has long been a male-dominated field—making many women feel unseen, unheard, and uncertain about where to start. Financial advisors often push cookie-cutter solutions that don’t align with your unique goals, values, or vision for wealth.

That’s where I come in.

I’ve managed over $2.5 billion in stocks, analyzed countless investment strategies, and seen firsthand what works and what doesn’t. I know how to help you cut through the noise, build a strong financial foundation, and start investing in a way that feels aligned, strategic, and powerful.

This program will demystify investing and give you the knowledge, confidence, and strategy to build a profitable, diversified asset portfolio—so you can accelerate your path to wealth on your terms.

By the End of 90 Days, You Will…

Have a clear, aligned financial plan that makes managing money feel easy.

Feel empowered & in control of your financial future.

Have a wealth strategy that works for YOU (not a cookie-cutter plan).

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

The 4-Step Process to Financial Confidence & Wealth Growth

LET ME SHOW YOU HOW EASY IT CAN BE

This Program Includes:

1:1 Onboarding Call (60 min)

A deep dive into your money story & financial goals.

Weekly 30-min Check-in Calls

Guidance, support & accountability is key to success.

Instant Learning Modules & Tools

Bite-sized lessons on personal finance & investing + tools

Email & Telegram Support (Weekdays)

Ask questions & get real-time guidance when needed.

Prosperity Portal

Program Preview

Step 1

Unlock Your Money Personality

Before we build wealth, we need to understand your unique money mindset.

✅ Discover Your Sacred Money Archetype® – Learn your strengths & challenges with money.
✅ Identify Limiting Money Beliefs – Recognize old patterns (fear of investing, guilt around wealth, etc.).
✅ Money Mindset Shift Exercises – EFT tapping, journaling prompts, and mindset rewiring to step into abundance.
✅ Reframe Your Financial Identity – Start seeing yourself as an investor and wealth builder.

Why this matters: Many women struggle with wealth because they are subconsciously blocking it. This phase releases the emotional baggage holding you back so you can confidently manage & grow your money.

Step 2

Audit Your Financial Reality

We can’t improve what we don’t understand—so let’s get clarity on where your money is actually going.

✅ Income & Spending Review – Where is your money coming from & where is it going?
✅ Debt & Savings Overview – Are you prioritizing the right things for wealth-building?
✅ Investment Check-In – Have you invested before? If so, how? If not, what’s holding you back?
✅ Wealth Awareness Shift – Start looking at money from a place of empowerment, not avoidance.

Why this matters: Women often feel disconnected from their financial reality, avoiding numbers out of fear or overwhelm. This step brings clarity and awareness—so you can make decisions from a place of knowledge, not anxiety.

Step 3

Build Your Wealth Blueprint

A financial plan shouldn’t feel like punishment—it should be a roadmap to freedom.

✅ Values-Based Budgeting – Create a system that prioritizes what matters to YOU.
✅ Automate Your Money Flow – Set up automatic savings & investing so money works for you.
✅ Emergency Fund & Debt Strategy – Secure your finances for peace of mind & financial resilience.
✅ Smart Debt Payoff Plan – Balance paying off debt while still growing wealth.
✅ Understanding Economic Cycles – Learn how to stay calm & strategic during market fluctuations.
✅ Long-Term Wealth Planning – Set realistic, achievable financial goals that keep you motivated.

Why this matters: Many women struggle with financial inconsistency & fear of uncertainty. This step builds stability and confidence, ensuring you are prepared for anything—without feeling restricted.

Step 4

Confidently Invest & Build Wealth

Investing is not just for "finance bros"—it’s for YOU. Let’s make it simple.

✅ Demystify the Stock Market – Learn how stocks, ETFs, and bonds actually work (without the jargon).
✅ Choose an Investment Strategy That Fits YOU – Whether you love simplicity (ETFs) or want to be hands-on (stock-picking), we’ll design a plan based on your Sacred Money Archetype®.
✅ Open & Fund Your Investment Accounts – Get set up with a 401(k), IRA, or brokerage account.
✅ Start Investing Regularly – Learn how much to invest, how often, and where—without fear.
✅ Build a Sustainable Wealth Plan – Learn how to stay invested, adjust as needed, and make investing part of your lifestyle.

Why this matters: Many women sit on cash because they’re afraid to invest or don’t know how. This step eliminates fear & confusion, showing you how to build long-term wealth effortlessly.

Your Wealth Breakthrough Starts Here.

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

As a seasoned finance professional, I have dedicated nearly two decades of my career to investing in the market and selecting stocks. I have worked at many large financial firms (Oppenheimer, Loomis Sayles, Wells Fargo) progressing along the way from a financial advisors' assistant to managing billions of dollars.

I worked in a very male-dominated field. I have seen how little women are exposed to investing. That triggered a huge desire in me to help women understand how simple it gets to be.

Recently I transitioned my career to the sustainability finance field at a large multi-national food retailer, helping the company do good for the planet.

But beyond the numbers and charts, my true passion is to empower you to be in control of your financial destiny with confidence and clarity.

Investing can seem daunting, but I offer a safe place to learn. I will meet you where you are, no judgement.

Let's embark on this journey together, where knowledge transforms into power, and every step forward leads you closer to financial freedom!

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.