How It Works

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.

We have a game plan for success...

Licensed and Insured!


Licensed in CT, FL, MI, OH, TN, & TX and contracted with a wide variety of carriers, within each state.

*New states being added.

Nationally Recognized Certified Wealth Educator

Insured by NEXT

BBB Accredited!

Nicolette Management LLC has been

recognized by the BBB!

We currently hold an "A-" Rating!!

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Winter Park, FL

407-800-1797

nicolettemanagement.com