top of page

Confidence, clarity, and freedom 

one-on-one coaching to help you get out of your own way, Take charge of your finances, and fund your joy

when we work together, you will:

  • gain an awareness of where all your darn $$ goes

  • align your spending with your priorities

  • improve your relationship with money

  • build good behaviors and habits

  • get an actionable plan for goals, savings and debt payoff

  • have accountability to stay on track

85% of women say they feel better able to handle life’s curveballs by working with a financial professional

How Coaching Works

We'll start with a 2-hour Illumination Session where you can see a detailed picture of your current financial situation. And you will get a detailed strategy which can include:

  • a clear way forward that outlines the steps needed to feel confident about your spending, saving with a purpose, debt payoffs, and goals

  • a structured cashflow plan that’s as rigid or flexible as you need it to be (some call it a budget, but that sounds so restrictive and dull; I call it a "spend it")

  • a savings plan that you feel confident about... one that leaves you ready to tackle not only what life throws at you, but the fun, lifestyle expenses you want to enjoy (future you wants joy, too ) 

  • a debt reduction plan, if that’s your goal... and you'll discover which payoff strategy is best for you

  • identifying the sticky areas of your relationship with money


With your plan complete, you can choose to tackle the steps on your own or work with me longer for support, accountability and guidance. Along the way we address issues that pop up (like, "argh, why do I keep overspending on that category?" or practical things like rethinking how much you want to have in an emergency fund).

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. 

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

bottom of page