L’Emergence
30-Day Financial Readiness Intensive
This is for the founder scaling toward (or already at) seven figures who wants her financial structure strengthened before stepping into deeper executive oversight.
If revenue is strong but money still feels loosely directed, this is your reset.
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What’s Included
• 3 private 60-minute strategy sessions
• Weekday email support for implementation and decision clarity
• Access to selected Prosperity Portal® frameworks and tools
This is a focused, high-touch financial reset.
If you’re ready to strengthen your financial architecture before your next level of growth, proceed below.
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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.
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.
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.
Jill
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.
Mariola
I learned a lot and appreciated how comprehensive and easy to understand and action your teaching is. Thank you for making the content available and inspiring women to invest
