Empower Your Financial Future
Build prosperity, create financial freedom and master your wealth goals (without sacrificing your lifestyle).
Buy now!I often hear people say that building wealth sounds complicated, or that they feel too far behind. I'm on a mission to change that.
Imagine what it would feel like to have confidence in your money and have a path to prosperity right in front of you?
That's why I created The Prosperity Playbook a step-by-step course made up of 6 different video-led modules to help you achieve financial freedom faster.
This program is for you if you’re...
- Ready to be more confident with your finances
- Want to make the right money choices for your future without sacrificing your lifestyle
- Tired of waiting for “one day” and want to set up and protect your financial future today
- You’re an employee and wanting to maximize after tax income
- You're a business owner and want to diversify your assets
And I'm here to help you reach your wealth goals.
I need this!INTRODUCING
The Prosperity Playbook
A 6-module e-learning course made up of a series of videos that you can work through at your own pace to help you build prosperity, create financial freedom and master your wealth goals.
SIGN ME UP
Hi, I'm Julie
Passionate, forthright and dynamic, I build strong relationships with my valued clients by understanding their goals, supporting their concerns and providing thoughtful and strategic solutions.
As a Senior Wealth Advisor with Wellington-Altus Private Wealth and a Senior Insurance Advisor with Bergh Tatomir & Associates, I provide independent investment advice, financial planning, insurance solutions, and clear guidance to entrepreneurs, executives, and their families.
As a female investment and insurance advisors in Canada, I'm committed to paving the way for future females in finance through leadership and dedication to women-led businesses in the community.
10+ Years Experience in building wealth for clients
In the financial sector
Here’s a glimpse into your financial future…
- You have confidence in managing your finances
- You have clear financial goals and objectives
( and you know how to reach them! ) - Your money is working for you
- You have a diversified portfolio and a balanced lifestyle that allow you to rest easy while taking care of #futureyou
Imagine you've achieved financial freedom ...without giving up your lattes.
Take a moment to imagine your financial goals
- Financial freedom goals
- Retire early goals
- Build your dream business goals
- Education, vacation and wellness goals...
I wholeheartedly believe your financial dreams are possible - it starts with small intentional actions.
Taking control of your financial future starts with making an investment in your financial education.
The Prosperity Playbook is everything you need to:
- Build your personal wealth and own your financial success
- Understand the value of insurance in protecting your assets
- Make spending and investment decisions count
- Set financial goals, build a strategy and create a plan for financial prosperity
Module one
FINANCIAL LINGO
One of the reasons investing is tricky is all of the acronyms and boring language. In this module, I'll break down the lingo to set you up for success.
- Everything you need to know to make sense of financial terms
- Investment lingo
- Insurance lingo
Module two
MONEY FOUNDATIONS
Managing our money is so much more than dollars and cents; it's our entrenched beliefs and relationship with money. In this module, you'll create clarity on what money blocks may be in your way and how to overcome them.
- Money mindset and beliefs
- Habits and wealth-building rituals
- Creating your future vision and goals
- What to look for in an advisor
Module three
INVESTMENTS
Learning how to invest is a powerful tool to grow your money. In this module you'll learn all of the vehicles for building wealth and understand which is best for you based on your goals and risk tolerance.
- Tax Shelters, RRSP’s, LIRA etc.
- Stocks, Bonds and ETFs
- Mutual Funds
- Investments for Children
- Risk Assessment and Management
- Rate of Return
- Fees
- Rules to follow when investing on your own
Module four
INSURANCE
Insurance goes hand and hand with your investment strategy. Learn how to protect your assets and your wealth with the right insurance.
- Protect your assets
- Life Insurance
- Critical Illness
- Disability
- Insurance for children
- Insurance upon death
Module five
BUSINESS
This module is for the entrepreneur and includes all of the "need to knows" for protecting yourself and leveraging your business for building your wealth.
- Why you need business insurance
- Business overhead insurance
- Key person insurance
- Partner buy-out insurance
- Investing in your operating co.
- Investing in your hold co.
- TFSA vs. Corporate Accounts
Module six
OLD ADAGE
You've heard "the rules," some are tried and true, and others are a little dated.
- Some old financial adages you may have been taught
- Which ones to keep and which ones to retire
On top of the training videos and playbook, you're also going to get access to a curated bonus suite to help you build your financial plan faster...
Let's dive into your bonuses
Financial Q&A
For the first 50 purchases of The Prosperity Playbook, I'm offering an opportunity to join a small group Q&A session that will help you create your own plan based on your own unique challenges and goals.
$500 VALUE
Balance Don't Budget Playbook
A done for you resource that allows you to create a balanced roadmap towards financial success.
$97 value
Bonuses Ends:
April 30th, 2022
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Are you ready to make money moves?
- 6 Training Videos (Valued at $1,000 )
- Prosperity Playbook Workbook (Valued at $100)
- Balance Don't Budget Playbook
- (Valued at $100)
- Q&A Session (Valued at $500)
- Me as your pocket financial hype-woman (Priceless!)
PLUS, 2% of your investment in this program will be donated to the ALS Society of Canada in honour of my father.
CHOOSE YOUR PAYMENT OPTION
2% Back to The ALS Society of Canada
In honour of my father, 2% of your investment in this course will be donated back to The ALS Society of Canada
"I know my money is working for me"
“I’ve dabbled in investing and already knew the importance of business insurance, but Julie taught me how to make sure both sides were working in tandem to build my personal wealth. Working with her has shown me that I had a lot of internalized guilt and fear around money and now my mind is at ease because I know that my money is working for me at multiple levels.”
SAMANTHA BAKER, LAWYER 29
"I have achieved financial independence and freedom"
“After working with Julie for six months, I was able to grow my savings to a point where I was able to comfortably invest in increasing my wealth to take my small business to the next level. I’ve achieved financial independence and financial freedom working with Julie!”
BLAIRE TAYLOR, ENTREPRENEUR 35
Are we a good fit?
Should you invest in The Prosperity Playbook? Is it the right fit for you?
Let’s find out.
YOU ARE A GREAT FIT FOR THE PROSPERITY PLAYBOOK IF:
- You want to get started on your wealth journey
- You want more confidence in your saving and investing goals
- You want to take control of your financial future
In the wise words of Beyoncé Knowles...
"If there is one thing I'm willing to bet on, it's myself."
_____
It's time to bet on you.
FAQs
How long will it take to complete the course?
Can I do this at my own pace?
Do I get access to everything at once?
How long do I have access to the course for?
What is your refund policy?
Are you ready to make money moves?
- 6 Training Videos (Valued at $1,000 )
- Prosperity Playbook Workbook (Valued at $100)
- Balance Don't Budget Playbook
- (Valued at $100)
- Coaching Session (Valued at $500)
- Monthly Newsletter (Valued at $50)
- Me as your pocket financial coach (Priceless!)
PLUS, 2% of your investment in this program will be donated to the ALS Society of Canada.
Empower your financial future by getting started today.
CHOOSE YOUR PAYMENT OPTION
© 2022 WEALTH WITH JULIE
The information contained in this publication represents the views and opinions solely of Julie Shipley-Strickland and The Prosperity Playbook and Wealth With Julie and does not represent the views or opinions of Wellington-Altus Private Wealth Inc. (WAPW). The information contained in this publication does not constitute professional advice of any kind whatsoever including, in particular, investment advice. The mere reference to WAPW does not constitute an endorsement by WAPW of the content of this website or material or further content referenced in this website. This publication has been made available for informational and educational purposes only. WAPW does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of this publication. WAPW does not warrant the performance, effectiveness or applicability of any sites listed or linked to in this publication. This publication is not intended to be a substitute for, nor does it purport to provide, professional advice of any kind whatsoever including, without limiting the generality of the foregoing, legal, tax or investment advice. Always seek professional advice as it relates to any matter referenced in this publication or further material or content referenced in this website. WAPW hereby disclaims any and all liability to any party for any direct, indirect, implied, punitive, special, incidental or other consequential damages arising directly or indirectly from any use of this publication, which is provided as is and where is, without warranties, by Julie Shipley-Strickland.
