The FM Quarterly Finance Bootcamp

Thinking about your biz finances can be scary, but it doesn’t have to be. Join Julia M. Carlson, Catherine Valega, and Lisa Dion to learn how to be more confident in your finances and grow a thriving business.

Take each bootcamp session for $25 or all 4 sessions in the series for only $90!
Let's Gooooooo!

Meet Our Experts

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    Catherine Valega
    Expert
    Catherine is a CERTIFIED FINANCIAL PLANNER™ professional, and a Chartered Alternative Investment Analyst. She holds her FINRA Series 7, 63, and 66 with LPL Financial, and is also a registered Life, Accident, Health, Property & Casualty Insurance agent.

    She is passionate about building long-term relationships with clients and creating customized plans to help them reach their goals.

    Catherine received a bachelor’s degree in Economics from the University of Pennsylvania, and a master’s degree in International Relations from the Johns Hopkins School of Advanced International Studies. She is a member of the Financial Planning Association, Boston Women in Finance, and CAIA.org. She speaks French fluently and is proficient in Spanish and Italian.

    She enjoys traveling and staying active with her husband and their four daughters. Her cat and golden doodle round out her family.
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    Julia Carlson
    Finance Expert
    Julia Carlson, Founder and CEO of Financial Freedom Wealth Management Group LLC, has been practicing financial planning for more than 20 years. At the age of 23, she married her entrepreneurial spirit to her desire to help others and started her own business.

    Julia’s passion has always been about helping people win with money through financial education. She loves to inspire others to follow a plan for growth and pursue financial freedom. In 2017, Julia wrote a book titled, “Fit Money, 7 Steps to get your Financial Life in Shape,” in which she shares her personal experience of losing weight and getting in the best shape of her life while also teaching how those same strategies can be used to become financially strong.

    Today, her dream of serving her community by becoming a financial advisor has turned into so much more. Financial Freedom Wealth Management Group has grown to a staff of 15 and has 6 locations throughout Oregon and Southwest Washington and has experienced 28% compounded growth rate since 2013. Julia is recognized for her expertise on topics relating to tax strategies for retirement and distribution planning and is also qualified to provide comprehensive exit planning services to business owners.

    As an award-winning advisor, in 2018 - 2020, Julia was named by Forbes as one of the Best-In-State Wealth Advisors in Oregon, as well as a Forbes Top Women Wealth Advisor. Her company was also chosen as an Outstanding Practice for Diversity and Inclusion by InvestmentNews recognizing her for building a business that fosters diversity internally and the importance of embracing a diverse clientele.
Sessions in this Bootcamp
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    Quarterly Finance Bootcamp #1: 7 Steps to Get Your Financial Life in Shape
    Want to be more confident about your financial future – but feel too busy and overwhelmed and not sure where to start? We can help yo... View more
    $5.00
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    Quarterly Finance Bootcamp #2: Business Finances 101
    Whether you are several years in, or just starting out, every business owner can benefit from breaking down the financial basics for... View more
    $5.00
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    Quarterly Finance Bootcamp #3: Simplify to Multiply: Build Your Business Foundation to Skyrocket Your Growth
    Building a strong foundation will help you clarify and simplify your vision so you can achieve your goals.
    $5.00
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    Quarterly Finance Bootcamp #4: Fire Yourself: Scale Your Business & Create Freedom in Your Life
    Learning to let go and delegate is often a challenge. Many small business owners, especially founders, don’t know where to start. As ... View more
    $5.00
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