Simplicity. Clarity. Security.

For What Matters Most.

Welcome to Nicolette Management,

where clarity meets strategy.

We specialize in guiding individuals and small businesses through complex decisions with practical, personalized consulting.

Whether you’re planning for your family’s future, optimizing your business, or navigating life’s financial crossroads, we provide straightforward advice and actionable solutions tailored to your goals.

  • Strategic Focus — every recommendation is rooted in proven methods designed to simplify complexity and drive long-term results.

  • Qualified Expertise — backed by decades of combined experience, certifications, and ongoing education in finance, business, and consulting.

  • Holistic Perspective — we consider the full picture—family, business, and future—so every plan works together seamlessly.

  • Accountability in Action — we don’t just make recommendations; we walk alongside you to ensure follow-through and measurable progress.

  • Integrity at the Core — your trust is our foundation, and we are committed to transparent, client-first guidance at every step.

Who We Assist...

Our expert consultants will guide you on a journey of strategic planning that empowers lasting success.

Individuals & Families

Make confident decisions about finances, planning, and personal growth with clear, practical guidance.

Small Business Owners

Streamline operations, improve efficiency, and create strategies that support long-term success.

Legacy & Future Planning

Protect your family, secure your business interests, and ensure your wishes are carried forward.

How We Assist...

Our expert consultants will guide you on a journey of strategic planning that empowers lasting success.

Proven Experience

Our team brings decades of combined expertise in finance, business strategy, and client services, helping clients navigate complex decisions with confidence.

Licensed & Certified

We hold the professional licenses, certifications, and industry knowledge necessary to provide reliable, compliant, and trustworthy consulting.

Personalized Guidance

No two situations are the same. Every consultation is tailored to your unique needs, so you walk away with clarity and an actionable plan.

We're Launching "Office Hours"!

At the request of both our Clients and Potential Clients,

we are launching an Office Hours session starting Friday, February 2, 2026!

This will be a recurring 30-minute event every Friday

from 12:00 pm to 12:30 pm EST | 11:00 am to 11:30 am CST | 10:00am to 10:30 am MST | 9:00 am to 9:30 am PST!

Join Nikki for a monthly Office Hours where we discuss

health insurance, life insurance, credit services, and financial wellness topics that matter to you and your family.

What to Expect:

Updates on insurance plans and coverage options

Credit improvement tips and strategies

Financial wellness guidance

Q&A on your policies and services

Updates on industry changes that may affect you

Some sessions will be Q&A only

Come Prepared:

Questions about your current coverage or policies

Credit or financial challenges you're facing

Topics you'd like to learn more about

Success stories to share with the group

Format:

30-minute live call

Mix of education, Q&A, and discussion

Recording will be shared after the call (By request only)

Can't make it live? No problem!

You are welcome to request the recording and can submit questions in advance via email or text.

Topics We Cover:

Health insurance enrollment and options

Life insurance and ancillary coverage

Credit restoration and monitoring

Financial planning basics

Estate planning essentials

🎉NM: Office Hours

Friday, February 6 · 1:00 – 1:30pm

Time zone: America/New_York

Click here to join Office Hours Live!

Link only functional during active sessions.

Can't connect via Google Meet?

Use our Phone "Dial In" option instead!

Dial: ‪(US) +1 484-841-5551‬ PIN: ‪135 111 938‬#

Outside the US?

Click the link below to find your local "Dial In" number!

We're Here To Guide You.

At Nicolette Management, we help individuals and families get a clear picture of their finances.

By guiding you through income, expenses, credit, and budgeting, we provide the insight and tools you need to make informed decisions and take control of your financial life.

Our goal is simple: to help you organize your finances, identify opportunities, and feel confident in the steps you take toward stability and growth.

Online Community - Ongoing

Build-Out in Progress

(Our Private Online Network)

Participation Appreciated

A free online hub with tools, insights, and discussions to help you take control of your financial journey.

Connect With Our Communities

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We believe growth is stronger when it’s shared. That’s why we’ve created no-cost spaces where individuals and professionals can learn, grow, and connect with others on a similar journey. Join us to access resources, conversations, and a supportive network designed to inspire progress.

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Every Tuesday at 1:30pm EST | 12:30pm CST | 11:30am MST | 10:30am PST

(Clubhouse App)

Guest Speakers Welcome

A collaborative space for meaningful conversations, fresh perspectives, and collective growth.

Here is a sneak peek at some of our topics...

  • Financial Literacy & Wealth Building — practical steps to budget, save, and build long-term security.

  • Business Growth & Strategy — insights for entrepreneurs and professionals to scale with clarity and confidence.

  • Generational Planning & Legacy — guidance on protecting family assets and creating structures that last.

  • Mindset & Personal Development — tools to strengthen leadership, resilience, and vision.

  • Networking & Collaboration — connecting with like-minded individuals to share ideas, support, and opportunities.

New Projects Coming Through Our Pipeline!

We’re always building new ways to empower our clients and partners. Our upcoming programs are designed to meet you where you are and help you grow with confidence. These initiatives combine education, strategy, and community support — giving you access to resources that not only solve today’s challenges but also prepare you for tomorrow’s opportunities.

READY TO SCHEDULE? BOOK A QUICK 15 MINUTE CALL!

Get Started for Free Today!

Schedule a complimentary 15-minute call to explore your goals and challenges. This session allows us to learn more about your situation, answer initial questions, and determine if our products and services are the right fit for you. If it makes sense to move forward, we’ll set up a follow-up consultation tailored specifically to your needs.

Professional Credentials:

- 2-15 Insurance License

(FL): #W706281

- IRS PTIN:P03198192

- Certified Wealth Educator

- Florida Notary Public

Winter Park, FL.

888.658.GROW

nicolettemanagement.com

© 2025 Nicolette Management LLC | All Rights Reserved.