Guiding CEOs to Build Wealth
When Clarity Replaces Chaos, Wealth Becomes Inevitable
“Visionnaire - French for Visionary:
A person with strong and creative imaginative power and, often, the ability to inspire others.”Â
Ready to Rewrite Your Money Story?
Book your free 30-minute discovery call and let’s explore how you can align your money with your vision—without overwhelm, confusion, or shame.
This isn’t just a chat. It’s the first step in building wealth with purpose, strategy, and soul.
Book Your Free CallFrom knowledge...
to confidence...
...to Powerful, Profitable Leadership.
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I’m Julie, founder of The Wealth Visionnaire® and creator of The Prosperity Portal.
With nearly two decades of experience in corporate finance and investing—managing billions and analyzing companies from the inside out—I’ve seen what truly builds wealth. And it’s not just about spreadsheets or sales. It’s about clarity, structure, and owning your financial role like a CEO.
Now, I coach women entrepreneurs who are building brilliant businesses—but feeling foggy, frustrated, or unsure when it comes to their money.
Inside my programs, we untangle your business and personal finances, create a system that supports you (not drains you), and help you step into financial leadership—with strategy, structure, and a whole lot of soul.
No more avoiding the numbers.
No more feast-and-famine stress.
Just calm confidence, sustainable growth, and money that works for you.
Work With Me
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The Prosperity Portal
The Prosperity Portal is a 90-day private coaching experience for soul-led female entrepreneurs ready to create clarity, control, and long-term wealth using a simple, sacred money system that actually works. Inside the Portal, we walk through my signature V.I.S.I.O.N. Method - my 6-parts framework for aligned wealth.
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Wealth Clarity Intensive
A private 90 minutes strategy session to streamline your business + personal money so it finally works while you build. Together we’ll pinpoint leaks so you can retain more of your hard earned money. When clarity replaces chaos—wealth becomes inevitable.
Book below.
5 Money Mistakes Keeping Women Broke (and How to Fix Them!)
Most women are unknowingly making these costly financial mistakes—and it’s keeping them stuck. Learn how to break free and start building real wealth with this free guide. Drop your name & email below to get instant access!
Hey there!
I'm Julie.
YourÂ
wealth
visionnaire.
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Helping women entrepreneurs master their business finances and build long-term wealth through investing.
Over the course of my 20-year career in finance—managing billions for pension funds, high-net-worth individuals, and family offices—I saw firsthand how few women were ever invited into conversations about money, profit, or investing.
Today, I lead sustainability finance at a global company, where I lead ESG reporting—translating complex results into meaningful insights for sustainable growth. But the work I’m most passionate about? Helping you feel just as powerful with your own numbers.
I know what it’s like to grow a business and still feel uncertain about how much is truly yours to keep—or how to build real wealth beyond the next launch.
That’s why I created The Prosperity Portal—a coaching space where ambitious women entrepreneurs can finally untangle their business and personal finances, set up a smart account system, and learn how to invest in the stock market with clarity, calm, and confidence.
Because financial freedom isn’t just about making more.
It’s about feeling safe, empowered, and in control—no matter what.
If you’re ready to stop winging it and start leading your money like a CEO, I’d love to help you get there.
Discover Your Sacred Money Archetype® & Unlock Your Path to Wealth
Ever wonder why managing money feels effortless for some but overwhelming for others? Your money personality shapes everything—how you earn, spend, save, and invest.
Are you an Accumulator, Alchemist, Celebrity, Connector, Maverick, Nurturer, Romantic, or Ruler? Each archetype has unique strengths, challenges, and a natural way of attracting (or repelling) wealth.
The Sacred Money Archetypes®, developed by Kendall Summerhawk, is one of the most powerful tools I’ve discovered on my own wealth journey—and I’m obsessed with it. Once you understand your archetype, your best path to financial success becomes clear.
Take the quiz now and find out how to align your money mindset, financial habits, and investing strategy with who you truly are.
Tell Me More!
TESTIMONIALS.
Let Others Inspire You.
"I finally opened up my brokerage account after attending the Unlocking Wealth: Brokerage Account Masterclass! Julie walked through all the steps and made it very easy to follow!"
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Victoria
"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!!"
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Danielle Paige
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