About Us
Welcome to Finance with Juli, your go-to destination for tools and resources to take your finances to the next level!
I’m Juli, an accountant by profession with 10 years of experience. My journey has been fuelled by a passion for personal growth, investing for the future, and most importantly, helping others achieve financial freedom. Over the years, I’ve gathered a wealth of knowledge and crafted tools that have helped me along my financial journey – tools that I now want to share with you.
On this website, you’ll find a range of digital products designed to help you manage your finances more effectively. From money mindset guides to budgeting tips, organization and productivity hacks, personal stories, travel savings strategies, and spending tips, we’ve got you covered!
Our Story
Finance with Juli began as a passion project during the COVID-19 quarantines. While pursuing my online accounting studies, I helped my sister organize her debt payments with a customized debt payoff tracker. Seeing how it transformed her financial management, she encouraged me to share my knowledge with others – and that’s when the idea of creating digital templates was born.
In 2024, our journey officially began. I dedicated 1 to 2 hours each day after work to developing my first template, laying the foundation for what Finance with Juli has become today.
Whether you’re just starting out or are already familiar with budgeting, our tools are designed with simplicity and mindfulness in mind. From monthly budget planners to debt payoff trackers, savings goals, and unique Money Mindfulness prompts, you’ll find everything you need to build a more thoughtful relationship with your money.
Join me on this journey to financial growth and freedom. Let’s take your financial goals to the next level, together!
