Carving a Niche in Finance and Empowering Clients towards Financial Freedom!

 

For some, childhood is a time of carefree play and innocent whimsy, but for others, it becomes the genesis of a lifelong passion. Meet Julia Carlson. As a young girl, she would set up lemonade stands with her brother, mow the neighbor’s lawn, and have her own babysitting club. These small businesses fueled her passion and led her to become one of the leading businesswomen of today. At the tender age of 23, she fearlessly stepped into a male-dominated industry, embarking on a journey of determination and success that would shape her destiny.

 

In founding the Financial Freedom Wealth Management Group, Julia carved a niche for herself in a highly competitive landscape, establishing her company as a stalwart in the world of finance.

 

Her fascination with the intricacies of business and finance began during her high school days, when a remarkable teacher introduced her to the concepts that would ignite her passion. From her first mock stock portfolio to setting up her investment account with her father's help and absorbing financial wisdom from her grandpa, she was destined for a career in entrepreneurship, personal finance, and investing.

At the age of 19, Julia leaped and moved to a small town on the Oregon Coast, where she tied the knot. Her journey into the financial realm began at a local bank, but it didn't take long for her to realize that she craved something more. In 2000, with her entrepreneurial spirit ablaze and her desire to help people manage their finances, she ventured into the world of financial management, laying the foundation for what would later become the thriving Financial Freedom Wealth Management Group.

Challenges were not far behind as she grappled with her insecurities and lack of experience at the age of 23. Convincing clients to entrust their investments to her was no easy feat, but Julia's determination and passion prevailed. She persevered, building her confidence and capabilities one client at a time, eventually winning over their trust and securing a steady stream of referrals. With each rejection, she displayed resilience, driven by her unyielding dreams that soared beyond the obstacles she faced.

 

As we share Julia’s story, we are certain that her journey will be an inspiration to all aspiring businesswomen who need the motivation to get started!

 

Empowering Your Path to Financial Independence

Financial Freedom Wealth Management Group is dedicated to providing comprehensive wealth management and planning services to help its clients achieve long-term success and attain financial freedom. Their range of services includes Wealth Planning & Investment Services, Retirement Income & Distribution Planning, Tax Reduction Planning, Family Wealth Planning, Educational Events & Communication, Personalized Attention and Consulting, and Exit Planning Services for Businesses.

Over the past 5 years, the company has experienced impressive growth, with revenue increasing by 26% annually and its staff doubling in size. Moving forward, Financial Freedom Wealth Management Group aims to sustain this growth trajectory and seeks opportunities for strategic acquisitions that align with its core values and vision.

As a team, they strongly believe in their vision and are motivated by it to deliver exceptional service to their clients. Their vision is centered on empowering their clients to achieve financial freedom and providing them with the best possible solutions and support to secure their long-term financial success.

 

She states:

• Our Commitment is to care deeply about you and your financial life.

 

• Our Core Values: Treat all people with respect; never compromise our integrity; delight our clients; and embrace our team culture.

 

• Our Focus is to create a plan for your dreams and inspire you to pursue financial freedom.

 

• Our Niche: Love

 

Empowering Others to Embrace Abundance

Julia, the Visionary and CEO of the firm, leads with inspiration and guides the company's direction. With an exceptional team, she transforms her good ideas into actionable plans that integrate seamlessly into the company's operations. Besides her role as CEO, she also engages with clients on a personal level, providing specialized services in complex business exit planning, tax strategy, and advanced estate planning.

Throughout her life, Julia has embraced a freedom-filled and abundant lifestyle unapologetically, and she aspires to empower others to do the same. Her personal journey has taught her to live a life filled with passion and purpose. Starting her business at the young age of 23 in a male-dominated industry with an older demographic, she initially struggled to fit in and sought acceptance based on others' opinions. However, she eventually liberated herself from the judgment of others, overcoming the scarcity and fear mindset. She built her business around her unique spirit, inspiring others to unleash their potential through disciplined strategies and create lives of freedom.

 

Uniting a Strong Team Culture & Embracing the Meaning of Freedom

The company fosters a positive and united team culture through regular and enjoyable team retreats and events throughout the year. Strong team principles keep them aligned, understanding that individuals may make mistakes but the team's collective effort can be perfect.

With a growing presence in 29 states, the company aims to become a trusted nationwide brand, catering to the needs of mass-affluent clients and business owners. They rely on organic growth through referrals as well as a strategic marketing approach centered around their digital platform to expand their clientele across the country. As a firm, they exclusively operate within the United States.

Julia, the visionary leader, poses a thought-provoking question to aspiring businesswomen: "Freedom! What Does This Word Mean To You?" She encourages focusing on one area of expertise, which cultivates discipline and dedication across all aspects of life. In that discipline, true freedom is discovered, enabling individuals to pursue their passions and aspirations with determination and purpose. Through her own journey of embracing freedom and unleashing her spirit, she inspires others to find their path to a fulfilling and abundant life.

 

She further highlights this by saying the following affirmations:

Freedom of Time

“Do what you want to do just because you want to do it. We all have 24 hours a day, are we living those hours by doing what we desire?”

 

Freedom of Passion

“Be authentically you and do what you love without fear or judgment of yourself or others.”

 

Freedom of Relationships and Community

“Choose who you spend time with, ensuring they help and support the life you want, creating the best version of you!”

 

FINANCIAL Freedom.

“Create an abundant mindset, no matter how much money you have.”