What would you do if your business partner, the woman who recruited you, trained you, and believed in you before you believed in yourself, didn't come home from vacation? That's exactly what happened to Nicole Milone, wealth advisor and founder of Solaris Strategic Wealth.

Raised as the oldest of three in an entrepreneurial family, Nicole Milone internalized the values of compassion, curiosity, and resilience from an early age. Helping run her family’s shoe store, she learned firsthand the value of hard work, adaptability, and the complexities of money.

After studying finance and spending years in the banking industry, Nicole was invited by her mentor and financial advisor to move into the world of financial planning. What began as helping with processes and paperwork grew into a deep calling to empower others around money. She recognized from her own experience how few people truly understand or feel confident in their financial lives.

Nicole’s world was turned upside down when her business partner and mentor, Debbie, passed away unexpectedly, suddenly leaving her in charge. There was a succession plan — on paper. But the real knowledge, the day-to-day operations, the payroll, the bank accounts — all of it lived in Debbie's head. Overnight, Nicole became the owner of a business she didn't fully know how to run. She was forced to hold it all together for her team and clients, without ever really stopping to grieve.

She was waking up at 3am, making massive decisions with a brain that grief had essentially rewired. She still can't fully recall that entire first year. She thought she had to do it all. That was the only model of business ownership she'd ever seen. But she finally realized she couldn't — and more importantly, she didn't have to.

With her husband by her side, and professionals she learned to trust and delegate to, Nicole rebuilt both the business and herself. She did the deeper work around her own complicated relationship with money, the fear of losing it, the silence around it she grew up with, and how all of that quietly drives our financial decisions without us realizing it.

Now she's on a mission to make sure no one else gets caught as unprepared as she was.

Hype Song:

Fireball (feat. John Ryan) - song and lyrics by Pitbull, John Ryan | Spotify

Resources:

Nicole Milone’s website: Strategic Wealth Management Services | Solaris Strategic Wealth
LinkedIn: https://www.linkedin.com/in/nicole-milone/
Facebook: Https://www.facebook.com/solarisstrategicwealth
Instagram: @thenicolemilone
Twitter (X) @Solaris_SW

Episode with Kristi Straw

Invitation from Lori:

This episode is sponsored by Zen Rabbit.

Smart business leaders know trust is the foundation of every great workplace. And in today’s hybrid and fast-moving work culture, trust isn’t built in quarterly town halls or the occasional Slack message. It’s built through consistent, clear, and HUMAN communication.

Companies and leaders TALK about the importance of connection and community. And it’s easy to believe your organization is doing a great job of maintaining an awesome corporate culture. Because you’ve got annual all-hands and open door policies, and “fun" team-building events.

But let's be real. Leaders who are serious about building real trust are finding better ways to strengthen culture, create connection, and foster community.

That's where I come in. Forward thinking companies are hiring me to produce internal/private podcasts. To bring leadership and employees together through authentic stories, real conversations, and meaningful connections. Think of it as your old-school printed company newsletter - reinvented for the modern workforce. I KNOW, what a cool idea, right?!

If you run, work for, or know of a company that wants to upgrade communication, facilitate connections, build community, and maintain culture, let's chat. Message me at Lori@ZenRabbit dot com.

Because when people feel heard, they engage.