Financial Wellness Weekly By Michele Nosari
Circa 2018 Hanging out with the HEI Revenue Management team at a Speakeasy in Atlanta during our Corporate Annual Conference. I had just been promoted to Regional Director and was celebrating!
Forecasting & Your Financial Roadmap
As I look ahead to 2023, I can't help but also look back at my career journey. When I worked as a Revenue Management Executive, I managed hotel revenue budgets and forecasted projections. I would help to create a roadmap of pricing and strategies for these hotels to achieve targeted goals.
Fast forward, and now I am creating roadmaps as a coach and an advisor for women like you. As a business accountability coach, I have leveraged the same pricing and forecasting tools I used in my corporate career to create roadmaps to sustainable revenue forecasts. This process directly translates to a consistent monthly salary for the business owner that they can count on.
Now, with my partnership at Northwestern Mutual I am leveling up those forecasting skills to create financial plans that help my clients reach their personal long term dreams and goals. And while I think the past is important, as a planner and advisor, I look to the future and create an actionable strategy and roadmap to achieve what they now want in life, regardless of past choices.
Interested? Grab some time on my calendar to see if this is what you are looking for to obtain financial confidence in your future!
♥︎ My Favorite Things This Week ♥︎
I proudly serve as president of local non-profit, Women Of The Summit. The journey has been full of growth and joy. Last month I was over the moon excited to present and celebrate celebrate the 2022 Women in Business Grant Winners!
Congrats to:
Allison Buffum
Heather Beckman
Erin O'Brien
Kathryn Slaughter
Kelly & Leanne Wren
Financial Wellness Resource of the Week
Financial advisors do more than just help you save money and invest for your retirement. The entire process of financial planning helps you better define your goals and develop a plan of action to achieve those goals.
Thank you for joining me on this journey as I expand my services from Money Coach to Financial Advisor. I believe working women have the right to make informed and confident decisions about their financial well being.
I’m Michele Nosari, and I am not your daddy’s advisor.
Gratefully, Michele
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