Dreamosity's Remarks - June 2024

GAINING CONFIDENCE AFTER DEATH OR DIVORCE

THE HIGHLIGHTER METHOD

INVESTING REVIZUALIZED

BENEFITS OF DATA ART

““Do wise things with your harvest.”

Zig Ziglar

HARMONY IN EVERY HOME

TABLEOF 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.

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

REMARKABLE RESOURCES

Instagram directory

THEVISION

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.

LETTERFROMTHEEDITOR

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

Theflowofmoneycreates fascinatingpatternswhenwe lookclose.Sometimesweneed assistancetoreallymakesenseof thedata,thetimeline,ortheability toretire. Buildingteamshasbeena preferenceofminesincemydays asanathlete.Wesimplycan’tdo allofitwonderfullybutwecan haveniceresultswhenweteam build. Thinkforamomentwhoison yourfinancialteam. Budgetsand investments.

Karenisonmysalesteamandshe constantlyremindsmeaboutways tobuildwealth.Wenetwork togetherthroughDigitalPNAand ExceptionalConnections.Recently onaECNChampionszoomIwas neartearsaboutthelocalwoman killed.Idon’tknowmuchabout herbutthedataIknewabout wasn’tjoyful.Heroptionswere limitedandtheresults,terrifying. Karenchirpedupwithresources fromherdaysinthemilitary.She wasactuallyontheCTIPTeam, CombatingTraffickinginPersons.

“lookinginthe detailscanbring insight.”

Things to look for if you think a friend is being controlled, manipulated, or financially abused: Sphere shrinks. 1. Never invite you over. 2. Cancel last minute, always.

3. Can’t decide alone.

4. Friendship circle changes. 5. Give excuses on meeting up.

6. Financially unsure with dire situation.

7. Doesn’t have good relationship with parents, no mentor with career & finance. 8. Frequents bars, strip clubs, private parties, escort services. 9. War victims or areas of political instability. 10. Natural disaster victims without home or safety. 11. Comes into massive amounts of money when they had none before. 12. Showing up with bruises and won’t discuss incident. 13.

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.

M di t d di l wyers may be ne r or reach out to oach.

WhyChooseKKFinancialSolutions?

Therearemanyfinancialadvisorsto choosefromsowhyshouldyou considerKKFinancialSolutions?

Fromfinancialplanningservicesto investmentmanagementandestate planning,Karenapproachesevery client’sgoalsthroughalensof projectmanagement.

Karenhelpsbylisteningandfocusing onyourfinancialneeds.Together,she createsaplanthatsupportsyour uniquesituation.Shetakesthetimeto explainthestrategiessheuses,and makessuretorecommendproducts andservicesthatarerightforyou andyourgoals.

GAMIFICATION CAN APPLY TO A TRANSACTION LIST OR BUDGET

Talkingaboutmoneywithyourpartner,parents, orfinancialteamdoesn’thavetobefrightening. Tryaddinglittlecolorandanewapproachtosee whatcoolshiftsinchoicemaycomefromit.

Thesetwoscenarioswereinspiredbythatwoman whodiedinmyareasupposedlyatthehandsof herpartner.Sheneverhadorwasabletofollow throughwithbrainstormingbetterandsaferideas forherscenariowithfriendsandfamily.Thissort ofstoryiswhyconversationaroundmoneymust improve. Thisismockdatawithtwodifferentcolorkeys. Consideritacreativecritical-thinkinggame.Share yourresponsewithachancetobefeaturednext month.Emailresponsesandperspectivesto Marcelle@Dreamosity.com

Let’splayagame!

This woman, Mrs. H has a priority of HEALTH. Circle the poor decision. Vitamins

Health coaching - 6 months

Gym membership Mixed Nuts Amazon: Vegan Recipe Book Sneakers Physical

Impulse

Credit Card payment

Graphic designer

$50 and under

$51-150

$151-500

$501+ KEYFORTRANSACTIONSIZE

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

TEENSWHO TAKEWITHOUT ASKING?

You’llbesurprisedofthestoriesthat unravelwheninterviewingafinancial advisor.Ibelievethehighlighter methodcouldeasilycatchunapproved transactionsbeforeyoufindyourselfin ahugefightwithyourkid.

ISTHATAGOOD EXPENDITATUREOFYOUR HARDEARNEDMONEY?

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?

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?

Aretheyinthepink,smallstartervideosfrompeopleyouknow?

Maybeviralpopularvideoswithpoorproductionqualityfromstrangers?

Expertvideoswithexcellentproductionqualityandasmallaudience?

Amazingvideoswithhighqualityandlargeaudience? Maybetheyareinthemessymiddle(whitearea).

Dreamosity’s Social Audience Matrix

Benefitsofdataart

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.

Engaging with data is better than ignoring it

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.

Helpotherswith awarenessofcash flowandskillsto increasetheflow.

Help others bend time!

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

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

Social media touches ALL 7 of these core competencies of a business

Social media touches ALL 7 of these core competencies of a business

OftenIwilltellmy clientsitonlytakes7 elementstocreatea successfulbusiness.We don’tneedtobe100%at eachofthemallthetime.

Wedoneedtoconsider howtheyconnectand howwecanimprove.

Doaquickanalysis,how isyourleadershipfrom1 to100?Howisyour Marketing?Sales? Customerservice?How aboutFinancial managementandProduct development?Areyour operationssmooth?

Giveyourselfarough% foreachcategory. Tome;dataartmakes thiswaymorefunand enjoyableanditimproves theconversationswith collaboratorswhena visualconnects.

The Revenue Ringlet

Scrollingismorefun withafriend!

Askabuddythesecuriosityquestions andseeifyoucanmakeagreat connectionorreferral.

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.

DirectoryofRemarkableResources

Want your kids to be strong with a healthy self-esteem?

@activemillcreek

Is your voicemail full?

@answeringservicecare

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

@bethbrunkcoaching

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

@carefree_beautypmu

Do you need custom embroidered swag?

@custommadebyjulie

Have you considered moving to the Pacific Northwest?

@denisepetersonrealtor

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

@dreamosity

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

@empowered_physicaltherapy

Are you ready to be professionally trained in sales?

@eric.lofholm

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

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

@genevievejonesproperties

Craving fitness encouragement and zoom accountability?

@getkayleanfitness

Need advice about money matters during a divorce?

@karenkoenig

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

@laftechnw

Ready to invest in Mill Creek?

@mill_ creek _guy

Ready to grow your business connections in Mill Creek?

@millcreekchamber

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

@modernwidowsclub

Want to trust yourself more?

@natashaventer ac

Ready for some grief resources?

@OfficialGriefWarrior

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

@pnanorthwest

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

Wanttovisitthebestselfcare centerinRentonlaunching Summer2024?

@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

Brands highlighted in PINK this month were mentioned somewhere in this current publication. Thank you for helping me navigate trials and opportunities

Network with these remarkable people!

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.