WISE Twin Cities Chapter
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Financial Fitness 2018

Thursday, November 29, 2018, 5:30 pm
Mayo Clinic Square in Minneapolis, MN

The WISE Financial Fitness program is designed as a blueprint to provide WISE members with resources and tools for better fiscal management and understanding of overall business operations.

The Financial Fitness program is exclusively for WISE Members and the focus is on financial strategy and the business acumen needed to succeed in today’s competitive workplace.

With a growing number of women owned small businesses, and the rising number of women who lead companies and are in various business leadership capacities, the Financial Fitness program will address topics such as how to develop and manage budgets, understanding the valuation process as it applies to the health of an organization/department/business, salary negotiation and fee structure, and other finance related topics that are critical to a woman’s career advancement.

Financial fitness skills include strengthening core financial literacy concepts and metrics, streamlining processes such as budgeting, forecasting, and reporting, and stepping up compliance.

We are proud to announce our 2018 Financial Fitness Keynote is:

Nicole N. Middendorf, CDFA

Wealth Advisor, RJFS

CEO Prosperwell Financial

Focus

            As a Financial Advisor and Certified Divorce Financial Analyst with Prosperwell Financial, Nicole has been professionally trained in retirement planning for small businesses and practical investments for individuals. Her main focus within her practice is to help people create wealth from the inside out. This is accomplished through individual client meetings, educational workshops, appearing on TV, radio and in the media. Helping people to understand their money is something she strives for. 

Education

            Growing up Nicole never dreamed that she would be a Financial Advisor, but once she began her career with Morgan Stanley in Wayzata, she hasn’t looked back and moved with full steam ahead to form her own company in 2003. Nicole considers this the best decision she has ever made and the Prosperwell team continues to grow and expand with unlimited potential for the future.

Personal Information

            Nicole was born and raised in Minnetonka, Minnesota and currently lives in Wayzata with her son Parker Jefferson and daughter Gabrielle Rose. Nicole lives by the idea that your quality of life is important, but there is no point in making money if you can’t enjoy the simple pleasures along the way.  Nicole started the “Live It List” and Prosperwell is a concierge to help our clients achieve the items on their list. Recently Nicole has check off items on her list such as swimming with sharks, zip lining, driving a racecar and skydiving.

Nicole is active in many local networking groups and area chambers.  In addition, Nicole formed The Nicole Middendorf Foundation to help men, women, children and families.    

Nicole is the recipient of numerous awards throughout the years which shows her commitment to others, most recently including:

  • 2013: Entrepreneur of the Year from the TwinWest Chamber, Innovation in Finance Woman Business Owner from NAWBO
  • 2014: 100 Best Companies to Work For by Minnesota Business Magazine
  • 2015: Gracie Award Winner, 100 Best Companies to Work For by Minnesota Business Magazine
  • 2018: Women Who Lead, Minnesota Business Magazine
  • 2018: Power 50, Minnesota Business Magazine