Hey there!

I'm Julie.
Your 
wealth
visionnaire.

Your education can give you power, your finances can give you freedom.

Over the course of my 15-year career in finance managing billions for pension funds, high-net-worth individuals, and family offices, I saw firsthand the societal conditioning that tells women that money—and its management—isn’t for us. 

But I knew better. 

I’ve been where you are, and I know that achieving financial confidence requires addressing not only the mechanics of money but also the emotional and psychological factors that influence how we engage with it.

There’s an illusion of inaccessibility that keeps women from financial empowerment, but I’ve learned that our relationship with ourselves—our body, our family history, and society at large—profoundly shapes how we approach wealth.

With women poised to control the majority of U.S. consumer dollars in the coming years, I’m committed to making an impact. I want to be the advocate I wish I’d had years ago—a guide to help other women navigate the path to financial freedom and confidence.

From a young age, I’ve always been fascinated by money—not just as a currency, but as a tool to unlock dreams and create new possibilities in life.  I’ve made numerous dreams come true for myself and my family, and have so much more to look forward to.  

I hope you will join me in voicing your dreams and taking action towards making them come true.  It will be one of the most exhilarating journeys of your life!

I look forward to meeting you and building a community centered on women, wisdom, and wealth.