Finances that support your life.
You're doing the mental math at the grocery store. You're transferring money around hoping it all lines up before the next bill hits. You're lying awake wondering where it all went at the end of the month. Again.
You're carrying all of it in your head with no clear system behind you. You want to stop reacting and start feeling like you actually know what's coming. You want your kids to grow up in a home where money isn't a source of stress. You want to feel like you're building something, not just keeping up.
Let's create a clear financial strategy for your family’s next chapter.
Late night Googling again?
06
Someone with the financial expertise to understand your full picture and the real life experience to know what it actually feels like to manage it.
Someone who gets both sides
A realistic, flexible plan that moves your family forward without asking you to cut everything that makes life enjoyable.
A clear path that doesn't require perfection
A space where your past financial decisions don't define what's possible. Where you can be honest about where you are without feeling ashamed of how you got there.
A judgment-free starting point
(NO, NOT ANOTHER BUDGETING APP)
What you
actually need is...
01
Plan ahead masterclass
Stop
$17
Wondering where extra money keeps going
Making financial decisions from a month-to-month view
Letting surplus quietly disappear into everyday spending
Every month there's something. A birthday party last month. A trip to the mechanic this month. And before that it was a school trip that snuck up on you. You felt ahead until suddenly...you didn't.
This $17 masterclass teaches you how to map your finances across multiple months so the "unexpected" stops feeling unexpected. Always know exactly what's available and where it should go.
Start
Seeing your financial capacity more clearly
Making decisions with greater intention
Understanding what your current cash flow actually makes possible
*coming Fall 2026
You're already managing the finances. You're thinking about the numbers, making decisions, adjusting when life changes. What's missing is a system that supports you back.
The Family Wealth Intensive is an 8-week private experience designed to move your finances out of your head and into a clear, structured system built for your real life.
like a CFO
It's Time to Run Your Family Finances
The Family Wealth Intensive
Built for real life
More ways to work together
Nest & Nourish
Maternity leave is one of the biggest financial transitions your family will face. This 4-week coaching program helps you feel emotionally grounded and financially prepared whether you're staying home, returning to work, or still figuring it out.
Ongoing 1:1 Support
Your finances change. Life happens. and your system needs to grow with you. Following the Family Wealth Intensive, this ongoing 1:1 support keeps the clarity and structure you've built fully intact as your life moves forward.
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 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
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?
