Discover what's possible for you
As a high-achieving woman, you've spent decades climbing the ladder, only to realize the view from the top isn't what you expected. Now you're asking "do I really want this lifestyle"? If you're at a crossroads and uncertain about your future, let's have a conversation about what "true wealth" and success means to you. Learn how Wealth Coaching can help you discover your purpose, reignite passion, and create a lifestyle of balance and fulfillment.
You've built a successful life, yet something is missing.
Not Knowing What Needs To Change Creates Fear And Uncertainty
High-achieving women often face specific challenges...
Fortunately, there is help...
You don't have to go through this alone. You will be surprised at how easy it is for you to get answers, guidance, and the support you need to make your next chapter amazing. Yes, you can exhale now!
Clarity is the First Step Toward "True Wealth"
You create "True Wealth" when your life is filled with the things money can't buy - purpose, passion, fulfillment, joy, and happiness. When what you want is clear, you'll make decisions about your future with certainty, clarity, and confidence.
The benefit to you is -
You can't pour from an empty cup...
"True Wealth" is what money can't Buy...
True wealth isn’t a number on a financial statement. When your life is filled with the things money can't buy you have "True Wealth". Think about it... What lights you up? When are you happiest? What are you doing, and who are you with? Are you ready to live by design and not default? It starts by putting YOU first. Let’s explore what’s possible for you. Through Wealth Coaching, you will uncover what caused your light to dim, shift limiting beliefs, and rekindle your glow. Replace burnout and uncertainty with clarity, confidence, and purpose. Together, we'll explore whether retirement, launching a lifestyle business, or pursuing a passion project fits your vision for your dream lifestyle. Click the button below to book your free Breakthrough Strategy Call. Your "True Wealth" journey starts now!
Book a Breakthrough Strategy Call today. Learn how Wealth Coaching can help you.
Coaching Services
Click on the boxes below to learn more about how I can help you...
Private Wealth Coaching Opportunities
Are you ready for a transformation?
The Wealth Coaching process
A plan to know your direction. A guide to get you there.
The Wealth Coaching process is designed to help you gain clarity and confidence in a simple, straightforward manner so you experience lasting transformation.

Create a strategic outline of your "true wealth" lifestyle

Create a plan that prioritizes next steps, tailored to your needs
Take daily actions so you experience consistent wins
Personalized guidance | Accountability | Reach your full potential
What is a Breakthrough Strategy Call?
The Breakthrough Strategy Call gives you a chance to share your vision of your future. We'll talk about your dreams and goals for your next chapter, and strategize your transition experience.
During our time together...
Why I specialize in Coaching High-Achieving Women
For many years, The Wealth Coach for Women offered typical service options available through most Financial Advisory firms. After hundreds of deep conversations, I picked up on a pattern. Women tend to put themselves last. Often, they hesitate to make a move because they worry more about others than their own wellbeing. I noticed that powerful, lasting transformation happened through the coaching model I developed, Wealth Coaching. I watched women confidently make decisions to ditch burnout and create balance and fulfillment. By discovering their purpose, they found the courage and clarity to launch new enterprises that tapped into their experience, talent and wisdom, guilt free. Wealth Coaching helped them sort out what they wanted and visualize a fresh, new path for their next chapter. And, I learned guiding them toward their next chapter is my purpose, and feeds my soul.
What is wealth coaching?
Maybe you've tried the typical coaching options, but felt like you needed more. That's because your needs are unique. You're not typical! Here's why other coaching programs may leave you feeling like something important fell through the cracks...
That's where Wealth Coaching changes the game. It bridges the gap by integrating life, business and financial coaching into a holistic approach to address what is in your heart, mind, and bank account. The first step toward lasting transformation is clarity. When you know what makes your heart sing and fills you with joy, you're inspired to take action, instead of letting life happen. It's what it means to live your life by design, and not by default. My mission is to help women create “True Wealth” – what money can't buy - purpose, passion, and unlimited possibilities.
Whether you're considering retirement, launching your dream business, or pursuing a passion project, it's important to consider your options. By addressing your emotional and financial readiness, you'll make clear-eyed decisions with a precise strategy to bridge any gaps.
If you're at a crossroads and not sure where to turn, let's get on a quick call together. It could be one step that transforms everything.
Ready to get the answers you're seeking?
Download the Ultimate Transition Checklist Today!
Do you question if where you are is where you want to be? The Ultimate Transition Checklist is a simple to use tool designed to help high-achieving women like you find the answers you're seeking. Fill out the form below and get your copy today!
Do you need a change?
Get the ultimate transition checklist
Sort out your options | Gain clarity | Get results
testimonials
What they say...
christie r.
Author
Working with Therese was a joy! I met her through a mutual friend who worked directly with her and I quickly learned what a blessing that referral was. She is skilled at what she does, however her story is her underlying "why" that provides the passion to be such a huge advocate for her clients.
shannon o.
H.R. Consultant
Working with Terri Nicklas as my Financial Coach is one of the BEST decisions I have made for myself this past year. I needed someone to coach me through decisions I was making that will affect my financial health long term. Terri coached me through a year of change and helped me feel confident about my money decisions. I hired her initial as a "sounding board" - but she has turned out to be SO much more. I recommend Terri with 5 Stars!
cloris k.
Consultant
Terri Nicklas is a pleasure to work with. Her commitment to excellence, creativity, and open-mindedness are some of the keys to her success. Terri is passionate about leveraging her expertise to help women achieve financial independence, and it shows. She is committed to delivering as much value as she can and inspiring those around her to discover their passion. It's a pleasure to recommend Terri and her services.
jennifer r.
Photographer
Not only is Therese an excellent financial planner but she honestly cares about her clients. She takes the time to listen to your concerns and goals, she gives above and beyond what is expected. I would describe her as a life coach as well as a financial planner. She has excellent ideas and a very positive outlook which is contagious. I can't say enough good things about her and highly recommend her.