Life Plan & Checklist
Guidance on creating and fulfilling your Life Plan guide. Covering each step of life so you know you're prepared and secure in any event.
Get assistance from nationally recognized Certified Wealth Educators and Licensed Insurance Brokers. *Notary Public available to local clients.
Self Employment Assistance
Jumpstart your path to financial freedom and the ability to create your own schedule by learning the art of multiple streams of income.
Coaching and 1 on 1 Training available so you can become efficient and effective in the Self-Employment space.
Small Business Development
Obtain insight and training on the tools that companies are using to scale their business and grow their client base.
Get behind the scenes information on software and programs that will streamline your productivity.
Our Motto: Treat others the way you want to be treated.
We know what it's like when you don't feel seen, heard, or like your opinion matters.
Nicolette Management LLC is an inclusive consulting agency that operates using honesty, integrity, compassion, and most importantly, transparency. We know what it feels like to feel unheard. Using our agency, with a comprehensive phone call, we can set forth a plan in motion to help you achieve all of your dreams. There isn't just one way to establish your purpose. Likely, there is an easier way than what you have been doing. Let us show you how.
Your life, your goals, your future—let’s map it out together. This in-depth consultation is designed to provide clarity and structure around key aspects of your financial and personal well-being. During our conversation, we’ll cover:
✔ Life & Financial Goals – Define your vision and set a path for success.
✔ Insurance Needs – Identify the best health, life, and supplemental coverage.
✔ Financial Obligations & Budgeting – Get tailored tools to manage expenses wisely.
✔ Savings & Retirement Planning – Secure your future with strategic planning.
✔ College & Legacy Planning – Prepare for education costs and generational wealth.
✔ Final Expenses & Estate Planning – Ensure peace of mind with Will & Trust guidance.
At the end of our session, I’ll compile a personalized roadmap with recommendations on the best financial tools, insurance options, and planning strategies to support your journey. Your future starts with a plan!
Self-Employment Coaching
Break free from the 9-to-5 and take control of your income. This consultation is designed for those who are ready to transition into self-employment and build multiple streams of income. Whether you want to replace your current job or simply create financial flexibility, I’ll walk you through practical steps to establish your own business and various income sources.
✔ Find the Right Income Streams – Explore opportunities in industries like insurance, affiliate marketing, mystery shopping, and more.
✔ Monetizing Skills & Passions – Identify what you enjoy and turn it into a profitable venture.
✔ Building a Sustainable Business – Learn how to structure your business for long-term success.
✔ Maximizing Affiliate & Passive Income – Discover how to leverage partnerships for ongoing earnings.
✔ Time & Financial Freedom – Design a lifestyle where you control your schedule and income.
At the end of our session, you’ll have a customized plan outlining clear steps to start and grow your self-employment journey—without the constraints of a traditional job. Your path to financial independence starts now!
Work smarter, not harder—streamline, save, and scale. Running a business is more than just day-to-day operations—it’s about efficiency, profitability, and sustainability. I help small businesses take a deep dive into their processes, technology, and overall structure to identify cost-effective and more efficient ways to operate. Whether you need a full overhaul or small adjustments, I provide strategic insights to optimize your business.
✔ Business Process Analysis – Identify inefficiencies and implement smarter workflows.
✔ Technology & Software Audit – Assess current tools and recommend cost-effective, high-performance alternatives.
✔ Operational Restructuring – Streamline roles, responsibilities, and processes for maximum productivity.
✔ Expense Reduction Strategies – Cut unnecessary costs and improve profit margins.
✔ Automation & System Integration – Leverage automation to save time and reduce manual tasks.
✔ Scalability Planning – Position your business for growth with sustainable strategies.
At the end of our session, you’ll receive a tailored action plan to implement immediate improvements and long-term solutions—ensuring your business runs efficiently and profitably. Let’s transform your business into a well-oiled machine!
Speak with a Consultant
Please contact us by phone, text, or email.
Call Us for Any Questions
(407) 800 - 1797
I started this company because I know what it’s like to struggle, to rebuild, and to feel like you’re figuring it all out alone. I also know that financial security and independence aren’t just dreams—they’re real, achievable goals when you have the right guidance and support.
My mission is simple: to help people take control of their future.
Whether it’s through financial planning, self-employment coaching, insurance solutions, or optimizing a business, I help individuals and entrepreneurs create stability, grow their income, and make smarter financial decisions.
I don’t believe in one-size-fits-all solutions. Everyone’s journey is different, and that’s why I take the time to understand your unique goals, challenges, and vision for the future. My job is to provide real, actionable strategies that make a difference.
At Nicolette Management, we’re more than just a business—we’re a movement built on honesty, integrity, compassion, and transparency. Financial security, independence, and business success should never come at the cost of misleading information or empty promises. That’s why we operate with a people-first approach, ensuring that every client gets real guidance, real solutions, and real support.
We believe in honesty, providing clear and straightforward advice without the fluff. Integrity is at the core of everything we do; we stand by our word and do what’s right, even when no one is watching. Compassion drives us to truly care about the people we serve, making sure they feel supported every step of the way. And above all, we value transparency; no hidden agendas, no sales gimmicks, just real help tailored to each person’s needs.
Our goal is simple: to empower individuals and businesses to make informed decisions that create lasting success. We’re not here to just sell a service, we’re here to make a difference. When you work with Nicolette Management, you’re not just a client., you’re part of a movement for financial freedom and better business practices.
Working with Nicolette Management is a simple, personalized process designed to help you take control of your financial future and business success. Here’s what to expect:
1️⃣ Schedule a Consultation – Every journey starts with a conversation. We’ll discuss your goals, challenges, and what you’re looking to achieve, whether it’s financial security, self-employment, or optimizing your business.
2️⃣ Determine Your Needs – No two clients are the same. After understanding your situation, we’ll identify the key areas where you need support, whether that’s insurance, financial planning, business strategy, or multiple streams of income.
3️⃣ Develop a Plan & Strategy – Once we’ve outlined your needs, we’ll craft a customized strategy designed to help you achieve your goals. This includes tailored solutions, actionable steps, and the right tools to set you up for success.
4️⃣ Implement & Execute – A plan is only as good as the action behind it. We’ll guide you through the implementation process, helping you put everything into motion while providing ongoing support and adjustments as needed.
Success doesn’t happen overnight, but with the right strategy and commitment, you can create lasting change.
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