Prosperity Playbook Packs
Showcasing the most highly requested financial topics, each of the three packs provides valuable information for those that are looking to gain knowledge and tools around the following topics: Money Mindset, Entrepreneur Essentials or Investment Tools.
Money Mindset
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Not sure where to start on your wealth building journey? The Money Mindset Pack is great for those that are just starting out and looking to set up successful foundations for future success.
- Myth: You need money to make money.
- Fact: Confidence and knowledge are key to becoming financially successful.
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The Money Mindset Pack includes the following modules:
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Financial Lingo
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Money Habit
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Money Myths
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Entrepreneur Essentials
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Are you an entrepreneur looking to protect yourself and leverage your business to build wealth? The Entrepreneur Pack provides you with essential business insights to help make your company stable and successful.
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The Entrepreneur Pack includes the following modules:
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Financial Lingo
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Business Tools
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Money Myths
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Investment Tools
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Looking to start investing but feel your lack of knowledge and financial situation is holding you back? The Investment pack gives you the right tools and resources so that you can start investing today.
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The Investment Pack includes the following modules:
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Financial Lingo
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Investment Foundations
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Money Myths
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"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
© 2023 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.
