Who We Are
Business statistics show that poor financial management is a primary reason 50% of small businesses fail within the first five years. I believe that can change, and I want to help your business be successful.
Hello, my name is Juli McClure. I am the owner of Momenti Strategy. Our core focus is to use data and processes to support small business success. For more than a decade, I have helped individuals and small businesses in the Wichita area plan to succeed by identifying personal and professional goals and using their own data and behavior to achieve them. My education and background in finance, management, economics, and marketing give me a unique lens to support ambitious, seasoned business owners who excel in their field but need a financial eye to look at the dollars and cents of their hard work, find efficiencies, and move to the next level.
Do you want to use your own capital instead of a loan to invest in your company? Do you want to retire debt free and make a profit off the sale of your business? Are you interested in strategizing a 12-month, 5-year, or 10-year growth plan?
Mission
To transform financial potential into reality by first defining the current financial baseline, then establishing time-bound goals, and providing the actionable roadmap required for achievement.
Values
Trust
Reliability
Effort
Action
Vision
A world where every individual and business has a clear, actionable path from their current financial state to the full realization of their wealth potential.
Our Story
As a child growing up in a household of seven with a self-employed contractor father and a working mother, my experience with debt was impactful. My relationship to money was distorted, and scarcity was a mentality that started early. Some limiting beliefs I had to reprogram over the years were that debt is inevitable, saving is hard, I will have to work forever if I want nice things, and money determines what I can do.
I have a strong appetite for learning
In college, several topics drew me in: accounting, economics, finance, management, and marketing. Even while working full-time, and sometimes multiple jobs, I graduated with a decent amount of debt of my own: credit cards, student loans, my first car loan, and home ownership with my husband. We had two kids with one on the way when I finished my MBA, which was fortunately covered by my then-employer. All along, we worked on implementing strategies I had learned in classes and my own research (budgeting, saving, investing), but debt still held us back from making big goals for our family. Once we had our fourth child on the way, my husband and I took the steps to get out of debt. I think we were both skeptical, but the thought of that reality was enough to get us focused. With teamwork, patience, and the knowledge we had collected, we were completely debt-free in less than eight years. Momentum was building.
Over those eight years, I grew more and more excited about our future. My husband co-founded a self-funded business, we had our fifth child, I changed companies, and our oldest graduated high school. We were saving for retirement, our children’s education, home improvements, and vacations, all while managing a budget to support a full household. We were making goals and making things happen. The momentum continued.
This experience shifted my mindset
Debt is not required and can be used as a tool, saving is not that hard, and money is a resource we decide how to use. That gave me a sense of freedom and relief from the beliefs that had held us back. I wanted my kids, and everyone else for that matter, to have that same freedom. It started with our kids; we set them up with budgets of their own, and they are light years ahead of where I was growing up. I stepped out of my comfort zone and began helping my sisters, nieces, and nephews. By getting a current assessment and building a plan, everyone who has worked with me has been able to see their potential for a debt-free future and to meet their goals.
In 2022, I pivoted from a corporate career to join a small business as president, with the goal of driving growth and a potential ownership transition. Despite initial reservations about small business ownership, I was energized by the work. Upon discovering significant financial mismanagement, I took on the challenge of a full-scale financial and operational overhaul.
Real results as president for a small business
In two and a half years, this work not only stabilized the company but also put it on a path toward sustainable profitability:
- Recovered over $100K in past-due receivables.
- Reduced and combined business and stakeholder debt from over $750K to less than $230K.
- Brought accounts payable to current.
- Revamped the company website, updated pricing, and expanded service offerings.
- Hired three new contractors and grew the client base.
The momentum continues
Today, Momenti Strategy is here to help small businesses and individuals build their own momentum. Let’s work together to understand today and build the tomorrow you envision.
Frequently Asked Questions
Who is behind Momenti Strategy?
Momenti Strategy is owned by Juli McClure, a Wichita-based financial strategist with more than a decade of experience and a background in finance, management, economics, and marketing. She helps small and mid-sized businesses use their own data to make confident financial decisions and grow.
What makes Momenti Strategy different?
Momenti Strategy is data-driven and process-oriented. Rather than applying generic accounting rules, Juli digs into your operational data and history to build a strategy that fits how your business actually runs, so the plan is practical, accurate, and directly usable.
eir own data to make confident financial decisions and grow.
What kind of results has Momenti Strategy achieved?
In one turnaround, Juli recovered over $100K in past-due receivables and reduced business and stakeholder debt from over $750K to less than $230K, while bringing payables current and expanding services. The work stabilized the company and set it on a path to sustainable profitability.