Dreamosity's Remarks - June 2024

GAINING CONFIDENCE AFTER DEATH OR DIVORCE THE HIGHLIGHTER METHOD INVESTING REVIZUALIZED BENEFITS OF DATA ART

Financial Solutions at any age JUNE 2024

ISSUE SIX

““Do wise things with your harvest.”

Zig Ziglar

HARMONY IN EVERY HOME

TABLE OF CONTENTS THE VISION What if we visualized our results in novel and visual ways.

LETTER FROM THE EDITOR More approachable visuals for financial matters.

GAINING FINANCIAL CONFIDENCE AFTER DIVORCE OR DEATH Sudden change in marital status can spring anyone to build a team and shift up strategy.

THE HIGHLIGHTER METHOD A child-like view into our prior decisions to review upon.

BENEFITS OF DATA ART 20 reasons to lean into this conversation of data art.

REMARKABLE RESOURCES Instagram directory

REMARKS

DREAMOSITY.COM

THE VISION INDEPENDENCE ISN’T EASY With nearly 50% of marriages ending in divorce, my featured leader definitely has her work cut out for her.

Money as a topic often causes ripples and arguments so the idea of Financial Joy may be new to many.

16212 BOTHELL EVERETT HWY F-106 MILL CREEK, WA 98012- 4752

LETTER FROM THE EDITOR Visualizing stock selections could be easier with more creativity

The scene in The Little Mermaid where Ariel swims through gizmos and gadgets of plenty makes me want to sketch out a stock portfolio more spatially.

While I often remind people I am not a financial advisor and I won’t tell you which stocks to buy, I do feel called to participate in the visuals in the marketplace.

As a data artist & digital strategist with a book called Financial Joy I can see the confusion, but it’s the successful sales and marketing that leads us to have cash to invest.

Women are traditionally great shoppers, so why don’t stock options present in a more enticing way?

In this publication I will introduce two visual tactics anyone can adopt to enjoy the numbers conversation a bit more.

Cheers to helping families think critically about budgeting & income creation decisions.

Marcelle Allen Editor-in-Chief

GAINING FINANCIAL CONFIDENCE AFTER DIVORCE OR DEATH Budgets and investments.

The flow of money creates fascinating patterns when we look close. Sometimes we need assistance to really make sense of the data, the timeline, or the ability to retire.

Building teams has been a preference of mine since my days as an athlete. We simply can’t do all of it wonderfully but we can have nice results when we team build.

Think for a moment who is on your financial team.

Karen is on my sales team and she constantly reminds me about ways to build wealth. We network together through DigitalPNA and Exceptional Connections. Recently on a ECN Champions zoom I was near tears about the local woman killed. I don’t know much about her but the data I knew about wasn’t joyful. Her options were limited and the results, terrifying.

Karen chirped up with resources from her days in the military. She was actually on the CTIP Team, Combating Trafficking in Persons.

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AWARENESS AND APPRECIATION AS TACTICS Things to look for if you think a friend is being controlled, manipulated, or financially abused: 1. Sphere shrinks.

2. Never invite you over.

3. Cancel last minute, always.

4. Can’t decide alone.

5. Friendship circle changes.

6. Give excuses on meeting up.

7. Financially unsure with dire situation.

8. Doesn’t have good relationship with parents, no mentor with career & finance.

9. Frequents bars, strip clubs, private parties, escort services.

10. War victims or areas of political instability.

11. Natural disaster victims without home or safety.

12. Comes into massive amounts of money when they had none before.

13. Showing up with bruises and won’t discuss incident.

Karen provides budgeting services for her clients as money changes drastically with divorce or major loss.

I touch on budgeting in The Revenue Ringlet and encourage people to get familiar with the highlighter method.

Whether you track by category or mindset; patterns emerge.

It allows us a chance to slow down and appreciate our prior decisions no matter the storm we may be in.

GRAY DIVORCE? When elderly couples who have been married over 40 years decide to divorce, it’s a Gray Divorce. If the woman has low control over the checkbook, no career, no real skills in managing money, building her team becomes absolutely essential and is often overwhelming.

They can become easy targets while in a divorce because they are unversed in fully understanding “fair.” Some divorce attorney’s don’t bridge the gap well and Karen suggests a Collaborative Divorce which brings on many more team members to provide adequate support to both parties.

Mediators and divorce lawyers may be needed. Consult with your financial advisor or reach out to Karen because she is a certified divorce coach.

Why Choose KK Financial Solutions?

There are many financial advisors to choose from so why should you consider KK Financial Solutions?

From financial planning services to investment management and estate planning, Karen approaches every client’s goals through a lens of project management.

Karen helps by listening and focusing on your financial needs. Together, she creates a plan that supports your unique situation. She takes the time to explain the strategies she uses, and makes sure to recommend products and services that are right for you and your goals.

GAMIFICATION CAN APPLY TO A TRANSACTION LIST OR BUDGET

Talking about money with your partner, parents, or financial team doesn’t have to be frightening.

Try adding little color and a new approach to see what cool shifts in choice may come from it.

These two scenarios were inspired by that woman who died in my area supposedly at the hands of her partner. She never had or was able to follow through with brainstorming better and safer ideas for her scenario with friends and family. This sort of story is why conversation around money must improve.

This is mock data with two different color keys.

Consider it a creative critical-thinking game. Share your response with a chance to be featured next month. Email responses and perspectives to Marcelle@Dreamosity.com

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IDENTIFY 10 GREAT DECISIONS AND AT LEAST 1 POOR DECISION This woman, Mrs. H has a priority of HEALTH. Circle the poor decision.

Vitamins

$90 Health coaching - 6 months $2,000 $100 Gym membership Amazon: Vegan Recipe Book Mixed Nuts Sneakers

$30 $18 $90 $400

Debit card

Physical therapy

Cash

Gasoline

$70

On a credit card

Trader Joe’s

Wine Co

$100 $100 $20 $80

Yoga Class

$30

Chiropractor Netflix subscription

Rent

MRS. H

$2,000

Gasoline

$80

Cell phone bill Pizza Delivery

$100 $70

Donuts

$20

IDENTIFY 11 GOOD DECISIONS AND AT LEAST 1 POOR DECISION This woman, Ms. B has a priority of Business Growth. Circle the poor decision.

Website hosting Is it easier to select with some information highlighted? What pattern do you see?

Impulse buy Unplanned Planned & on budget

Networking event Chamber membership

$20 $50 $300

Dreamosity Listing

$50 Professional photo shoot$2000 Conference tickets

$1500

Bookkeeper

$100

Software

$70

Book: Financial Joy

$20 Consultant $100 Networking - Happy Hour $40 $400 Credit Card payment Graphic designer

$300

Mastermind community $800

MS. B

Networking event

$100

Video editing

$250

Cell phone bill

$200

LISTS VS SPATIALLY VISUALIZING PATTERNS.

KEY FOR TRANSACTION SIZE

$50 and under $51-150 $151-500 $501+

This is the exact same data for Ms. B visualized with the cash flow circle, where expenses are on the inside of the circle. Each green dot represents a day on the calendar.

This data set is missing income!! Did they make $10,000 or 2,000? That changes the conversation completely.

In February, I published this image as a playful way to discuss matters of money and investment strategies. Nobody responded to my request for data but Karen Koenig presented to our digital PNA a few weeks later and it gave me clarity of a few ways to better open the dialogue.

Karen, a Financial Advisor, presented on the levels of assets someone could choose to invest in. This is what I doodled during her presentation: Primary colors for basic investments and jewel tone colors for alternative investments.

(Normally we have a doodler on these calls because I wanted it to prepare folks for storyboarding!)

Karen and I also commiserated on the failed lessons parents pass on to their kids. If a parent lets their daughter be dependent on them now, it’s potentially training her to be dependent on someone her whole life. Blowing through $1000 on Uber Deliveries as a teenager certainly doesn’t prepare them for meal planning and earning & growing their own revenue one day.

Get the whole presentation from Karen here in our DigitalPNA session

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TEENS WHO TAKE WITHOUT ASKING? You’ll be surprised of the stories that unravel when interviewing a financial advisor. I believe the highlighter method could easily catch unapproved transactions before you find yourself in a huge fight with your kid.

IS THAT A GOOD EXPENDITATURE OF YOUR HARD EARNED MONEY? It’s a sensitive conversational dance when sharing past choices with a Financial Advisor.

They aren’t there to judge or condemn you as much as to invite you rethink some of your spending patterns.

Fixing a conflict of priorities is a topic easy to avoid.

Digging deep into WHY we make choices does take some discipline and courage.

If you found out over $700 left your account each month, for something that clearly wasn’t a documented priority, what would you do?

Karen Koenig empowers women to be financially fit. Her book is available on Amazon!

Shifting back to earning income, generating revenue, adding value to customers & your community. Consider your recent momentum in the marketplace with what you sell or promote.

If you go check out the last 10 videos you created or shared… which quadrant are more of them in?

Are they in the pink, small starter videos from people you know?

Maybe viral popular videos with poor production quality from strangers?

Expert videos with excellent production quality and a small audience?

Amazing videos with high quality and large audience?

Maybe they are in the messy middle (white area).

Dreamosity’s Social Audience Matrix

Redirect focus from emotional trauma

Inspiration exists within the process

Experimenting may help others

Curiosity changes moods

Conversations shift

Enjoy budgeting

Think critically about sales activities

All types of learners can participate

You can pick problem areas to explore

You can turn rejection into something lovely

Benefits of data art As I invite more people to lean into this idea of data art, it’s important to realize the benefits bubble up at different seasons of learning and as opportunities for leadership emerge.

Making choices gets easier

Patterns emerge Choosing a pathway can happen faster

Engaging with data is better than ignoring it

Goal setting can be collaborative

Our brains enjoy visuals and colors

Comprehend momentumn faster

Experimenting may help others

Your personal “Ah-ha’s” impact you

New visualizations can shift concerns and beliefs

Developing Digital You takes a lot of creativity and data driven decision making. Storytelling imagery & talking head videos in general doesn’t help us decide. It helps us see a character at a point in time.

Data art looks back at the choices we made in our prior month.

We become a character to study, encourage, and embrace.

Help others bend time!

Spatially and visually track progress in a way spreadsheets can't.

Help others with awareness of cash flow and skills to increase the flow.

The cash creator and cash flow circle can become monthly rituals for creatives in business. Snag your copy of Financial Joy at Dreamosity.com or book Marcelle to motivate your team and learn important insights quickly with a data art demo.

The internet collapses time in a way that is hard to explain. Posting a video to your one business page isn’t the only place people might benefit from it. Visualize your sphere of influence to help more people find your videos & resources!

Data art is a novel and complex topic. I’m happy to be interviewed on podcasts, instagram lives, or co-create to help bring this important message to more people.

Stay well, Marcelle

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Social media touches ALL 7 of these core competencies of a business Often I will tell my Do a quick analysis, how clients it only takes 7 is your leadership from 1 elements to create a to 100? How is your successful business. We Marketing? Sales? don’t need to be 100% at Customer service? How each of them all the time. about Financial We do need to consider management and Product how they connect and development? Are your how we can improve. operations smooth?

Give yourself a rough % for each category.

To me; data art makes this way more fun and enjoyable and it improves the conversations with collaborators when a visual connects.

The Revenue Ringlet

Connect logical information with artistic presentation so you can make decisions quicker and more effectively as you navigate the internet.

Apply now

Influencers, bloggers, journalists, and salespeople welcome!

TheRevenueRinglet.com

Scrolling is more fun with a friend!

Ask a buddy these curiosity questions and see if you can make a great connection or referral.

Check them out and hone your conversational resourcefulness.

All Instagram usernames are clickable or you can use the search feature. Click through to learn about these business resources in our community.

Network away! Interview each other.

Have some fun with data art discussions.

Behind every username is a wealth of information and sometimes it takes some digging to truly get to where we need to go.

Directory of Remarkable Resources Want your kids to be strong with a healthy self-esteem? @activemillcreek

Have you considered moving to the Pacific Northwest? @denisepetersonrealtor

Is your voicemail full? @answeringservicecare

Ready to organize and optimize your body of work and leave your legacy behind? @dreamosity

How has your husband's pornography addiction affected your self confidence? @bethbrunkcoaching

Need to strengthen your pelvic floor and feel better in your body? @empowered_physicaltherapy

Tired of drawing your eyebrows on and taking too long to get ready? @carefree_beautypmu

Are you ready to be professionally trained in sales? @eric.lofholm

Do you need custom embroidered swag? @custommadebyjulie

Would you like to be exceptional at connecting? @exceptionalconnections

Get included in our Remarkable Resources Directory Only $50 for 12 months.

Ready to ignite your visibility with publicity? @Fireralker_PR

Ready to grow your business connections in Mill Creek? @millcreekchamber

Do you know the steps to get your home ready to SELL? @genevievejonesproperties

Hopeful for a safe place to move forward with others who will understand? @modernwidowsclub

Craving fitness encouragement and zoom accountability? @getkayleanfitness

Want to trust yourself more? @natashaventer_ac

Need advice about money matters during a divorce? @karenkoenig_

Ready for some grief resources? @OfficialGriefWarrior

Want to develop your mix of humor and be more confident on stage? @laftechnw

Would you like to build a sales team and earn referrals? @pnanorthwest

Ready to invest in Mill Creek? @mill_creek_guy

What does it look like to overcome trauma? @RebootRecovery

All links click through to Instagram

Want to live a happy life? @rosannastritzel If life is a game, who’s writing your rules? @rwm6f8 Ready to show up visually in your brand? @silverkeysmedia Want to visit the best self care center in Renton launching Summer 2024? @soakandsagedayspa

What are the popular choices for living situations after 62? @teresa_barthol_managing_broker Want the best most effective massage of your life? @wanderinghummingbirdmassage

Network with these remarkable people!

Brands highlighted in PINK this month were mentioned somewhere in this current publication.

Thank you for helping me navigate trials and opportunities

OPTIMIZE YOUR CONTENT WITH US

Reflect carefully Twice a month we review our marketing efforts together, discuss leverage points, and examine results.

Advance enthusiastically Leverage your sphere of influence in new ways, collaborate creatively, share intentionally and enjoy expanding.

Your data, your medium Know the data behind your dreams for the week, month, and each quarter. Be able to connect the dots and gain new insights.

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