Inspiring a Future Beyond the Business
An owner\u2019s biggest asset is often their business as it\u2019s where they have invested most of their financial resources and time. Because of that, it\u2019s also the hardest thing for the owner to step away from. Elizabeth Mower, President of BEI, interview Julia Carlson, CEO and Founder of Financial Freedom Wealth Management Group, LLC, on the importance of advisors having the hard conversations with their business clients and then guiding them through the transition out of ownership. \n\nJulia talks about how she has been able to expand her offerings past her core expertise of traditional financial planning. Whether she is bringing clarity to a management team with assessments or holding an owner accountable to the planning process, Julia knows the biggest value she brings to her clients is peace of mind that with a plan, their business, their family, and their legacy is protected. By giving her clients an inspiring future to accomplish, Julia\u2019s clients find freedom in doing the hard work and the discipline of staying on the path they have created together.