How to Navigate Your Finances Without Fear in 2024 | Cheryl Heller & Nikki Fraser

finances money mindset strategic planning Jan 04, 2024

EPISODE 440: If you’re looking to start 2024 on the right foot (and we know you do), then reclaiming control of your finances and learning how to navigate them without fear is exactly what the doctor prescribes.

We know that getting a handle on your finances can be overwhelming, especially in the climate we’re living in right now; nothing is certain, prices are soaring everywhere because of inflation, and we are teetering towards a new financial crisis. 

However, don’t let this scare you away from taking control of your money.

To discuss this in more depth, we’ve invited not one but two experts on this week’s episode of The Real Estate InvestHER Show: Cheryl Heller and Nikki Fraser.

Cheryl is the driving force behind Pillar One Consulting, offering tailored Fractional CFO and Strategic Advisory services to empower small businesses and startups. She's also a partner in a private equity firm and a real estate investor with a focus on short to mid-term rentals.

Cheryl’s work is all about demystifying the complexities of financial management for small business owners and entrepreneurs. She champions a judgment-free approach to finances, breaking down daunting tasks into manageable and comprehensible steps. With her guidance, entrepreneurs transition from uncertainty to confidence, armed with robust financial plans tailored to their unique needs.

As for Nikki, she is an accomplished finance executive with over two decades of expertise in finance, accounting, and risk management.

In 2018, Nikki embarked on two pivotal ventures: Co-founding NextKey Services LLC to aid small to medium-sized businesses in strategic financial decisions and initiating her journey in real estate investing. 

Both Cheryl and Nikki have a ton of experience navigating complicated finances, and today, they’ll be sharing all their secrets with us.

Are you ready to meet these two brilliant women?

Then run, don’t walk, and listen to this episode now!

 

Key Takeaways: 

Introduction (00:00)

Meet Cheryl and Nikki (00:54)

Why people avoid financial planning (01:09)

Where you can begin (04:55)

Here’s where to focus your attention (09:16)

Let’s talk about strategic planning (14:19)

“We schedule what we value” (20:51)

The importance of leveraging technology (27:44)

Our final three questions (33:49)

 

Additional Resources:

✨ Connect with Cheryl 

Follow Cheryl on Instagram: https://www.instagram.com/cherylaheller/

Learn more about Cheryl’s work: https://www.pillaroneconsulting.com/

✨ Connect with Nikki 

Follow Nikki on Instagram: https://www.instagram.com/nextkeyservices/

Learn more about Nikki’s work: https://www.nextkeyservices.com/

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The Real Estate InvestHER Show is a podcast by women for women all over the world who want to learn how to invest in real estate, grow their portfolio, and develop the mindset that allows them to run successful businesses while taking care of their families and – most importantly – taking care of themselves. Follow us for more!

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