Confidence, clarity, and freedom
one-on-one coaching to help you ditch the overwhelm, Take charge of your finances, and fund your joy
when we work together, you will:
increase your financial know-how
gain an awareness of where all your darn $$ goes
get a real plan for goals, savings and debt payoff
align your spending with your priorities
make peace with your relationship to money.
How Coaching Works
When it comes to our relationship with money, there’s what we can see and what we can’t. Financial coaching is a relationship that provides the support, tools, and strategies to address financial details plus the things swirling around in your head that affect how you handle it all.
As your coach I will make sure you see an accurate picture of where you are financially, how you got there, and how you can get where you want to be.
During our sessions, we'll discuss your most pressing issue(s), review the facts, explore your feelings, brainstorm ideas, plan next steps, and decide on action items.
Coaching is not advising. I do not provide investment advice or sell products. I can help you find money in your budget to save for your future and get to a place where you feel confident working with an investment professional.
how we get started
Book a FREE fifteen minute Exploration Call. We'll discuss your needs and your goals and you will get all your questions answered about working together.
Next, if you're ready, we’ll set up your 2-hour Illumination Session.
To help you prepare, I'll request basic financial info in advance. This will allow us to get a real sense of where you are financially and then decide what to do about it.
After discussing your unique situation, we'll craft an action plan for addressing your most pressing issue(s). You will see a way forward by creating a roadmap of steps that you can take to affect real change.
One two-hour illumination session – $247
after your session
With your next-steps in hand, along with a renewed sense of hope and empowerment, you are ready to embark on your journey.
It’s up to you whether you conquer it solo or with me as your coach. Ongoing coaching is offered in four-month packages and together we will craft a program that works for you.
Don't just take my word for it...
By making simple changes (in budgeting, and above all, my attitude), I have more money than I ever have in my life! I feel so much more empowered to face ANY challenge in my life. I have learned that putting in the effort to reach goals in bitesize, small steps creates a larger sense of peace that is completely unrelated to finances.
Somehow it feels like magic that I suddenly have so much money, but it's the support and simple practices I have learned from you. I have completely changed my attitude from "it'll all work out somehow" to being empowered and taking full charge now for the love and care of my future self. I am so grateful to you. Thank you, Julie!
Sereti V., Arizona, US
I'm making money moves! Thank you so much! I have $1300 for my car and apartment, and then $1085 for "fun money", and then $1600 for an emergency fund. I feel rich!
Jessica S., Abu Dhabi, UAE
With her passion and expertise, Julie has played an instrumental role in supporting our clients to achieve the ultimate goal of financial independence.
JP, Virginia, US
I enjoyed my time working with Julie and came to know her as a truly valuable asset. Her knowledge of personal finance is an advantage.
Danielle C., Colorado, US