Freelancer profile translated to English.
Back to original languageAbout Julie
Do you have questions about your taxes, investments, real estate, or retirement?
I assist individuals, business owners, and self-employed professionals who wish to clarify their asset situation, optimize their choices, and make informed decisions.
My support begins with an asset and tax diagnosis. The goal is to understand your overall situation (income, taxes, savings, real estate, life projects) in order to identify optimization levers and areas of vigilance.
I help you in particular to:
optimize your taxation in a reasoned way,
structure and evolve your savings and investments,
analyze the taxation of your real estate projects (rental investment, SCI, IR/IS arbitrage),
prepare for your retirement and anticipate the transfer of your assets.
My added value is based on a global and personalized approach, strong pedagogical skills, and a long-term vision. I clearly explain the possible options, their tax and asset impacts, so that you can choose with confidence.
I intervene for both one-off missions and long-term support.
The projects I manage most often are:
asset and tax audits,
simulations and comparisons (before / after),
summary notes and personalized recommendations,
support in implementing the chosen solutions.
My approach is independent and regulated, with the aim of providing you with useful, understandable, and situation-appropriate solutions.
French
Native or bilingual
English
Conversational
Can work on-site
Aigues-Mortes (up to 50km)
Experience
- SCP GAUVIN-BERRODLegal AssistantLEGALFebruary 2017 - April 2017 (2 months)Bellegarde-sur-Valserine, FranceInternship in a notary's office with involvement in inheritance, donation, real estate sales, and loan files. Participation in the preparation and drafting of deeds, filing of wills, drafting of preliminary sales agreements, letters, and exchanges with clients and partners. Administrative and legal follow-up of files until signing.
- FONCIA, SecteurReal Estate Agent AssistantREAL ESTATEMarch 2015 - April 2015 (1 month)Gex, FranceExperience in a real estate agency with participation in transaction and client support missions for sellers and buyers. Involvement in property marketing, drafting and distributing advertisements, organizing viewings, and compiling sales files. Participation in the preparation of preliminary contracts, administrative file follow-up, and exchanges with clients, notaries, and partners until signing.
- PALEO FESTIVAL DE NYONCleaning, Cook, and Bar ManagerENTERTAINMENT AND LEISUREJanuary 2012 - August 2019 (7 years and 7 months)1260 Nyon, SwitzerlandParticipation in the organization of the largest OpenAir festival in Switzerland. Initial involvement in the kitchen, then as manager of the volunteer bar. Management of kitchen and bar inventory for over 5,000 volunteers, team coordination, and participation in site setup and dismantling.
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Education
- Master 2 DegreeInstitute of Business Law of Aix-Marseille University2018Diplôme Master 2
- Master 1 Degree with HonorsUniversité Lumière Lyon II2017Diplôme de Master 1 mention