Hi, im juliana.

I’m a wife, mother, and auditor with a passion for financial wellness.

Originally from Connecticut but now happily calling Virginia home. By day, I’m an auditor at an accounting firm. On the weekends, you’ll often find me either chasing after my energetic toddler or unwinding at a local vineyard.

Embracing both work and play creates a fulfilling life!

My approach

  • Customized Financial Strategies

    Tailored action plans for your unique goals and needs.

  • Thorough Financial Evaluation

    Comprehensive review of income, expenses, and objectives.

  • Personalized Action Plan

    Practical budgeting and strategies to fit your lifestyle.

  • Ongoing Support and Guidance

    Expert advice to help you achieve lasting financial well-being.

  • Your Success is Our Priority

    Dedicated to supporting you every step of the way.