Our Values

Compassion

Managing your finances can be hard, and most people are very critical of themselves and their own money decisions. We aren’t here to judge you, but to support you in making your best decisions with compassion and kindness.

Compassion
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Empathy

Everybody makes mistakes from time to time, especially about money. After all, we’re human! We recognize that emotions, attitudes, motivations, cultural beliefs, values, and worldviews shape our members' decisions. We'll give you solid money management tips and tools, but also work with you to understand better why you make the choices you do.

Empowerment

We will present you with the best information available in the industry and help you understand how it applies to your situation. This approach empowers our members to make decisions about money with confidence, and consistent with their values and priorities.

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Partnership

We understand that we're only successful if our members are successful, so we'll work tirelessly to help you succeed in meeting your personal financial goals.

Integrity

We hold our members’ data confidentially. We'll tell you when we have relationships with companies you may encounter in your Julep journey, like banks, credit card companies, and insurance providers. In short, we always act in the best interest of our members.

Trust
Fun

Fun

Personal finance is complex and can be overwhelming. We will remind you that financial wellness is a journey and not a destination, and that the journey is more than half the fun!