Money Tools by Julep

Find the Julep solution that’s right for your financial situation.

Money Mindset Quiz

Uncover the thoughts and behaviors that shape your financial reality by taking Julep’s Money Mindset Quiz, crafted by psychology and finance experts to help you take the first step towards financial wellness.

Coming soon: The AI-Powered Julep App

A mobile app that does the legwork for you by analyzing your financial data, and simplifying your action plan with one simple  simple “Safe-to-Spend” number; personalized financial coaching available 24/7, and proactive pysch-based interventions to interrupt the behavior that’s keeping you from your goals.

Personalized Live Financial Coaching

Schedule a video coaching session with one of our experts. We’ll walk through your goals,  give you actionable steps that are personalized to your unique circumstances, and give you the foundation for financial freedom.

Not finding what you’re looking for? The Julep team wants to hear what you need!

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