Press Kit
Julia Carlson—Financial Freedom Wealth Management Group PRESS (MEDIA) KIT
About Financial Freedom Wealth Management Group
Financial Freedom Wealth Management Group (FFWMG) started with founder Julia Carlson’s dream to serve her community as a financial advisor. From this dream, a business grew that focuses on its clients’ goals and their financial lives as a whole. FFWMG works to inspire and helps create a plan for their clients' dreams. To do this, they guide people through the Financial Freedom Advantage program. This process starts with an educational encounter and comprehensive discovery, where a financial advisor finds out the client’s goals and needs and uses these discoveries to reveal a compelling future. From there, financial advisors customize tailored solutions to help empower clients to pursue their dreams for the future. Throughout the entire process, the client and advisor embark on a guided journey pursuing the fulfillment of those dreams. FFWMG is committed to treating everyone with respect and never compromising their integrity. It is their promise to care deeply about every client and their financial life.
Reasons to Contact Us
- Request an interview (print, tv, radio, podcast, blog)
- Request to quote the owner, Julia Carlson, or the website
- Request a speaking appearance
Get in touch - Contact us
Julia Carlson 541-574-6464
Meet Julia Carlson - Full Length Bio
Julia Carlson, founder and CEO of Financial Freedom Wealth Management Group LLC, started this business after working in the investment department at a bank in Oregon, where she found her passion as a wealth advisor. In 2000, Julia was recruited by a financial services company out of Portland to open an office in Newport. She saw this as a chance to do what she loves and be her own boss.
Julia’s passion has always been about helping people understand and win with money. She loves inspiring action, coaching disciplined strategies and empowering others to pursue abundance in all aspects of their lives. In 2007, Julia found Dave Ramsey and followed his principles about money. It changed the way she helped families and aligned with her philosophy. In 2008, her business began to expand as she became what is now known as SmartVestor Pro. Today, her dream to serve her community and become a financial advisor has turned into so much more.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Financial Freedom Wealth Management Group or LPL.
Meet Julia Carlson - Medium Length Bio
Julia Carlson, founder and CEO of Financial Freedom Wealth Management Group LLC, started this business after working in the investment department at a bank in Oregon, where she found her passion as a wealth advisor.
Julia’s passion has always been about helping people understand and win with money. In 2007, Julia found Dave Ramsey and followed his principles about money. It changed the way she helped families, and it aligned with her philosophy. Today, her dream to serve her community and become an advisor has turned into so much more.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Dave Ramsey is not an affiliate of Financial Freedom Wealth Management Group or LPL.
Meet Julia Carlson - Short Length Bio
Julia Carlson, founder and CEO of Financial Freedom Wealth Management Group LLC, started this business in 2000 after finding her passion working in the investment department at a bank. Julia loves inspiring action, coaching disciplined strategies and empowering others to pursue abundance in all aspects of their lives.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
One-Line Bio
Julia Carlson, founder and CEO of Financial Freedom Wealth Management Group LLC, helps others by inspiring action, coaching disciplined strategies and empowering them to pursue abundance in all aspects of their lives.
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
Products/Services
- Wealth Planning & Investment Services
- Retirement Income & Distribution Planning
- Tax Reduction Planning
- Family Wealth Planning
- Educational Events & Communication
Interviewer Resources
- Client driven
- Financial Freedom Advantage
- Guided Journey
- Inspire and help make dreams come true
- Engaging with the community
- Empower Clients
- Fun and educational
- Hands on approach
- Overall wealth management
- FFWMG is a client-driven wealth management group
- Julia has a passion for inspiring others to help work towards their dreams
- FFWMG engages with the community to discover what they truly want and need
- FFWMG empowers clients to take control of their financial future
- The Financial Freedom Advantage program is a fun and educational hands-on approach to overall wealth management
Suggested Interviewer Resources
- Why did you start your business?
- When did you find your passion for business and finances?
- What advice would you give a person starting in the financial advising world?
- For a person nearing retirement, what would you say to them about their retirement goals?
- How is Financial Freedom Wealth Management Group different than other wealth management companies?
- What is the most common mistake you see people make with their retirement?
- Where do you see yourself in five years?
- If someone was worried about investing money and losing their money to the stock market, what would you tell them?