Julie is a very dedicated surgeon and mother, who put the wellbeing of her family at the top of her priorities. For this reason, she often felt tense and conflicted. Julie wanted to ensure that her children would have a great education and travel opportunities in their future.
She considered investing her income to generate more returns. However, her knowledge of the financial market was limited, as neither she nor her husband had ever invested before. The idea of creating an investment portfolio overwhelmed her, as she feared that she would lose the money she gained after so many years of hard work.
Still, desired to have more stability and certainty about her family’s financial security. She also envisioned having the chance to travel around the world with her children in the future.
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