Demystifying money and living courageously

Work with me
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‘Powerless’
‘Scared’
‘Out of my depth’

Do any of these phrases sound familiar when you think about money? These are a small selection of words and phrases from widows I have supported when we talk about money.

They’ve been existing, not living, and together we’re moving through this, unpicking generational beliefs and historic money narratives whilst taking practical steps to create a life that is lived. Because there is life after death.

Financial coaching empowers you to feel confident about the financial decisions you are making.

I’m Julie, a qualified independent financial planner and certified financial coach who has spent many years learning how the brain and body react to change and trauma. Working with me might be a little different compared to other financial coaches – we’ll be going beyond personal finance and budgeting to uncover your money story. Things that you heard or saw as you were growing up, stories that shape your life today.

Everything I say, do, and think is born out of a desire to make the world a fairer place. When we don’t feel secure or truly independent, we can’t live fully. We end up on autopilot or just existing. I’ve experienced that feeling and having the right people around me helped me move from being on autopilot to actually having a mission, and making it happen.

Your Journey

We’ll be going beyond personal finance and budgeting, finding out what is going to make you feel alive, and to make long lasting changes. It’s a 3 step process that will work differently for everyone and will be tailored to your specific circumstances.

Step 1

Firm Foundations

Let’s assess where you are right now. We’ll use some tools that will support you as we begin this journey and once ready, we’ll move onto step 2.

Step 2

Rediscovery / Worth Creation

This is where we’ll explore your emotional relationship with money, working to remove any blocks making you ready for step 3.

Step 3

Wealth Creation

It’s time to get practical. I will support you as we explore your financial situation and what you want from the future, creating a visual plan for your financial goals.

Step 1

Firm Foundations

Let’s assess where you are right now. We’ll use some tools that will support you as we begin this journey and once ready, we’ll move onto step 2.

Step 2

Rediscovery / Worth Creation

This is where we’ll explore your emotional relationship with money, working to remove any blocks making you ready for step 3.

Step 3

Wealth Creation

It’s time to get practical. I will support you as we explore your financial situation and what you want from the future, creating a visual plan for your financial goals.
Ready to start your journey? Get in touch
Working with Julie is truly a life changing experience! Julie's manner, skills and expertise are exceptional. Financial planning is about the personal more than the numbers and Julie really helped me connect the two to build a strong foundation and forward plan.
Carol Deveney
Having very little understanding of the financial world Julie was able to guide me as to what would be best for myself and my son. She put everything into perspective and I didn’t hesitate trusting her to invest my money wisely.
Mary, Ayrshire
Julie has a no BS but utterly supportive way of coaching you to recognise your worth and value, challenge your inner beliefs.
Catherine

Awards & Nominations