A Free Event  ·  Financial Freedom Wealth Management Group

Color Your
Confidence

5 Financial Habits of Confident Women.

One transformative evening where personal style meets financial empowerment.

📅 April 22nd — 5:30pm to 8pm  |  📍 The Blooming Venue, Salem  |  ✉ Text questions to 458-777-4458
★ Your Host & Event Creator ★
Julia Carlson
Presented by
Financial Freedom
Wealth Management Group
Caring Deeply for Clients for 25 Years
Founder & CEO

Julia Carlson

Financial Freedom Wealth Management Group
 

Julia Carlson is the founder and CEO of Financial Freedom Wealth Management Group — one of the nation’s most recognized financial services firms. A nationally ranked advisor, 2x published author, and passionate advocate for women’s financial confidence, Julia has spent 25 years helping clients across 46 states build, preserve, and grow lasting wealth.

Tonight, Julia brings her signature blend of heart and expertise to guide you through the 5 financial habits that transform how confident women relate to money — for life.

Forbes Best-In-State
Wealth Advisor
Barron’s Top 1,200
Financial Advisors in America
2x Published Author
Women & Wealth
25 Years in Practice Clients in 46 States Best Place to Work Women’s Financial Advocate
Julia Carlson at Nasdaq Tower
2x Published Author
Featured on the Nasdaq Tower in Times Square

Julia’s books on women and wealth earned her a feature on the Nasdaq Tower in New York City.

 
Special Guest Speaker for the Evening
Michelle Lewis
Featured Guest
Michelle Lewis
Color Analysis Expert
The Color Institute

Michelle is a certified color analysis expert who helps women use color strategically to project confidence, look radiant, and make faster, smarter decisions — in the dressing room and the boardroom. Julia invited Michelle to join this evening to bring a powerful and complementary perspective on how your outer presence reflects your inner confidence.

Certified Color Analyst
The Color Institute
Style Strategist
 
The Agenda

Everything You’ll Walk Away With

01
What Is Color Analysis?

Discover the science of seasonal color systems and how knowing yours changes everything — wardrobe, presence, and confidence.

02
How Color Affects You

Learn how wearing the wrong colors drains your energy — and what to wear instead to always look and feel your best.

03
Warm or Cool?

Determine your undertone in real time. Once you know this, you’ll never buy the wrong color again.

04
5 Financial Habits of Confident Women

Julia reveals the five habits that set confident women apart — from knowing your numbers to building generational wealth.

05
Align Color & Wealth

Understand the surprising connection between color energy, chakra alignment, and how clarity in one domain fuels the other.

 
The Five Financial Habits

A Color-Coded Path to Financial Confidence

Taught by Julia Carlson, Founder & CEO — Financial Freedom Wealth Management Group

1
Rooted Red
Build Your Financial Foundation

Know your numbers. Build a personal balance sheet, track income and expenses, and use digital tools to see your full financial picture.

2
Power Yellow
Your Personal Power — Investing in You

Strong women invest with intention. Structure strategies around purpose and time — not market headlines.

3
Purpose Green
Purpose & Progress — Align With Goals

Every asset should have a purpose. Assign by risk type and give each investment a clear timeline and role.

4
Brave Blue
Calm & Resilience — Confidence in Communication

Build a distribution plan, manage tax brackets, and clearly communicate your spending needs.

5
Royal Purple
Legacy & Vision — Build Generational Wealth

Understand probate, have core documents in place, check beneficiaries regularly, and have the conversation.

 
Why This Matters Now

Women Are a Powerful Financial Force

$90T
 
in wealth currently controlled by women globally
~50%
 
of new U.S. businesses started by women post-pandemic
$84T
 
expected to transfer to women by 2045 via the Great Wealth Transfer
75%
 
of discretionary spending expected to be controlled by women within 5 years

Sources: ILO (Jan 2025); BCG (Dec 2024); Nielsen (Apr 2024); GEM (Nov 2024); Cerulli Associates (Jan 2022). Forecasts for informational purposes only. No assurance forecasts will be achieved.

 

“After the death of my husband I didn’t know how I was ever going to figure out my finances… Matt was 100% there for me and made sure that everything was in place. I am blessed by this incredible group of people, who truly care.”

Susan K.
Financial Freedom Wealth Management Client

This is a testimonial by a client of the financial professional as of 08/25/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

Save Your Spot

Ready to Align Your Finances With Your Purpose?

Join Julia Carlson and Financial Freedom Wealth Management Group for a free evening designed for women ready to step into their confidence.

Space is limited. Reserve your seat today.

Or text your questions to 458-777-4458

Financial Freedom Wealth Management Group, LLC

Michelle Lewis is not affiliated with or endorsed by LPL Financial and Financial Freedom

Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risk including loss of principal. No strategy assures success or protects against loss. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. Your results will vary. The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and qualitative data. This ranking lists over 3,000 top advisors across the country who were nominated by their firms – and then researched, interviewed and assigned a ranking within their respective states. The ranking was applied for by the advisor and not LPL Financial. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors such as revenue trends, total assets under management, compliance records, industry experience and those that encompass best practices in their approach to working with clients. Assets under management information include advisory and brokerage assets serviced by Ms. Carlson through LPL Financial. Portfolio performance is not a criteria due to varying objectives and lack of audited data. The rating may not be representative of any one client’s experience and is not indicative of the financial advisor’s future performance. Neither Forbes nor Shook receives a fee in exchange for rankings. The full list of Forbes Best-In-State Wealth Advisors is available here.