Episode 62: Financial Freedom Through Intention
Guest: Julia Carlson
Welcome back to the Women Rocking Wall Street Show. This week’s episode is all about the power of intention and setting your mind to achieving your goals.
My guest this week is Julia Carlson, founder of Financial Freedom Wealth Management. She was one of the 40 Under 40 in InvestmentNews and won the 2015 Women’s Choice Award for Financial Advisors. In 2000, Julia started her company in Newport, Oregon and has now grown her business to include 4 locations. Fortunately for Julie, in 2008, Financial Freedom was endorsed as a local provider, which brought in 20 to 30 referrals per month.
Julia is an extremely entrepreneurial person and she has always been a go-getter. Here she was in her 20’s trying to build her business. Like all of us at that age, she had to work hard to prove herself and now she has the established confidence that is driving her dream big. Her drive comes from her passion for her work and attributes some of her success to the goals that she has set throughout the years. Rather than being reactive, Julie focuses on always being in a state of intention and strives to be proactive when it comes to problem solving.
Through education, Julia works to help women embrace their wealth. One such example is their Women Wealth and Wisdom seminar which encourages women to discuss the values that are put on money and how to take charge of their financial future. She also makes her own personal learning a priority so that she can better help her clients.
One final thing that Julia that she attributes to her success is visualizing what the end result looks like while meditating. A book that Julie recommends, which illustrates the power of the mind is You Are The Placebo: Making Your Mind Matter by Dr. Joe Dispenza.
If you’d like to reach out to Julia, you can connect with her on Facebook and Twitter. Thank you for listening. If you liked what you heard, please write us a quick review on iTunes and share this with others whom you think might find it interesting or valuable.