You want to be more intentional with money. But when life is this full, it's hard to do more than keep up.
Between the school pickups, the grocery runs, and the birthday party you forgot to budget for...
there's always something. And somewhere underneath all of it, your family's finances are just... there.
This is what the Family Wealth Intensive is built for.
You're actually leading your finances instead of just trying to catch up. No more second-guessting yourself at every turn.
Confidence in the money moves you're making
Booking the trip. Saying yes to the girls' night, the dinner out, the thing that makes life good. Enjoying your money isn't irresponsible when your finances have a real system behind them.
SPENDING WITHOUT THE GUILT
Not just saving but actually growing something. Teaching your kids what money can do when it's directed with intention, and setting your family up for a strong financial future.
BUILDING WEALTH THAT OUTLASTS YOU
What's waiting on the other side?
- 8 private 1:1 sessions (60 minutes each)
- A personalized household financial system
- Cash flow clarity and a spending plan that fits your life
- A long-term wealth strategy built around your goals
- Email support between sessions
- Find and direct your monthly surplus
WHAT'S INCLUDED:
This isn't like those courses collecting dust in one of those thousand tabs you have open. It's a private, guided experience where we build your family's financial system from the ground up. Every session is tailored to your income, your goals, your life, and the season you're in right now.
An 8-week private experience built around you
The family Wealth Intensive
- Know exactly where your money is going and why
- Have a plan for upcoming expenses before they sneak up on you
- Feel confident making financial decisions without the second-guessing
BY THE END YOU WILL:
The financial habits you build now don't just change your life. They change what your kids grow up believing is possible with money.
Confidence with money compounds just like money itself. Every intentional decision you make builds on the last one stops feeling like work.
Stop reacting. Start planning ahead.
The sooner everything else gets easier.
The sooner your finances have a system,
Ready to do this?
The Investment
Split the payment across two months so the investment fits your budget over time.
The most savings! Pay once and let's get started building your family's financial system.
Three manageable payments so getting started doesn't have to wait.
Most financial advice starts with a formula and then asks you to make your life fit into it.
We do things differently around here. Every conversation starts with where you are: your goals, your values, your season of life, your family's version of what financial success looks like. You deserve a plan that fits into your life. Let's build it.
You won't find a one-size-fits-all plan here.
Check the "Spend Less, Save More" Advice At the Door
Jaclyn
Juliana provided expert guidance and invaluable emotional support as I navigated through my financial reality. She genuinely cared about my situation. Her knowledge and insights helped clarify my financial situation and the plans we developed inspired me to take control of my financial future.
What impressed me most was her ability to create a safe space for me to share my story.
Caffeinated Copy
Working with Juliana was freeing. Juliana helped me to get clarity on the answers to those questions. And clarity and peace are things you cannot put a price on.
My husband and I bought our first home after my financial audit with Juliana, and it was an effortless decision because we had clarity and direction with our finances.
Ashley
Working with Financial Health Solutions has been one of the best decisions I've made for my families financial well-being. Juliana made the entire process feel empowering rather than stressful. She never made us feel judged.
She didn't just throw numbers at us, she listened, understood our short and long term goals, and created a clear, realistic plan that finally made sense for our life.
Most budgeting systems are built around an ideal version of your life instead of your actual one. This is different. We build something that fits how you actually live. This is why it sticks.
What if I've tried budgeting before and it didn't work?
Both. Whether you're managing finances solo or navigating money conversations with a partner, this work is designed to meet you where you are.
Do you work with couples or just individuals?
A financial advisor typically manages investments and assets. A financial coach helps you understand your full financial picture, build systems for managing your money day to day, and make intentional decisions that support your long-term goals. Think of it as the foundation that makes everything else work better.
How is working with a financial coach different from working with a financial advisor?
That's not how this works. There are no rigid rules, no shame, and no checklist of things you need to stop doing. Every plan we build starts with your life, your values, and what matters most to your family. You make the decisions but I help you make them with more clarity and confidence.
Will you tell me what I'm doing wrong and give me a strict plan to follow?
You don't have to be in crisis to benefit from this work. Most of my clients are looking for more clarity, structure, and a system that actually supports their goals.
Is this only for people who are struggling financially?
Not at all. Most people come to me in the middle of the mess. You don't need to have anything figured out before we talk. That's exactly what we do together.
Do I need to have my finances organized before I reach out?
That's completely normal. And expected. It's one of the most common things people share before we start working together. This is a judgment-free space. There is no right or wrong starting point. Whatever your financial picture looks like right now, we work with it.
I'm nervous about someone seeing the full picture of my finances.
Most clients leave feeling clearer, more organized, and more confident in their financial decisions. Beyond that it depends on where you're starting and what you're working toward. This is exactly why we start with a clarity call to understand your specific situation before anything else.
What kind of results can I expect?
The ongoing support is designed as a natural continuation of the intensive, so it works best when you already have a foundation in place. If you're unsure which is the right starting point for you, book a free clarity call and we'll figure it out together.
Do I need to complete the Family Wealth Intensive before joining ongoing support?
The Family Wealth Intensive is where we build your foundation. It's an 8-week private experience designed to move your finances out of your head and into a clear, structured system built for your life. The ongoing 1:1 support is for after when life keeps moving and you want continued structure, accountability, and guidance .
What's the difference between the Family Wealth Intensive and the ongoing 1:1 support?
That's exactly what the free clarity call is for. We'll have a simple, focused conversation about where you are, what you're working toward, and which option makes the most sense for your family right now
I'm not sure which offer is right for me. Where do I start?
Not at all. That's exactly what this is here for. If you're already managing your money well, you'll walk away with a clearer picture of what it's actually making possible. And if things feel disorganized or overwhelming right now, we'll work through that together inside the masterclass.
Do I need to be good with money or have my finances organized to benefit from this?
It's a self-paced walkthrough so you can move at your own speed. Most people can get through it in one focused sitting.
How long does it take?
A budget looks at one month at a time. This teaches you to look further ahead so the birthday party next month, the car registration in three months, and the holiday spending in six months are already accounted for.
How is this different from a regular budget?
It's a $17 self-paced video walkthrough of the Plan Ahead Method. It's a simple system that teaches you how to map your income and expenses across multiple months so you always know what's available and where it should go.
What exactly is the Plan Ahead Masterclass?
