create a life and career You Love
coaching professional women to create their next chapter with certainty, clarity, and confidence
are you Uncertain About What's Next For You? let's chat.
Dramatic life events are confusing and frightening...
Major lifestyle changes are very stressful, especially when they seem to come out of left field. Uncertainty about your future can...
- Keep you up at night, worrying about what to do next
- Make it hard to make important decisions
- Shatter your confidence
- Leave you feeling alone
- Cause you to overthink everything
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 Financial Freedom
Clarity is inspiring! Suddenly, your new life feels like an adventure and not a series of complex questions. Instead of worrying about what you have to do, you look forward to planning what you get to do.
The benefit to you is -
- Renewed confidence and ability to make decisions quickly.
- Self-doubt, worry, and angst disappear.
- You enjoy focusing on building your new life.
- "Analysis Paralysis" becomes a thing of the past.
- You discover your purpose and live your life by design, not default.
Your next chapter should light you up from the inside out. It's not about money. It's about creating "True Wealth". What money can't buy. Purpose, passion and unlimited possibilities.
Service Options
Click on the boxes below to learn more about how I can help you...
Don't know where to start?
The Ultimate Transition Checklist will help you...
Sort out your options | Gain clarity | Get results
Are you ready for a transformation?
The Wealth Coaching process
a plan to know your direction. a guide to get you there.
The client relationship begins with creating a strategic outline for the life you've only experienced in your dreams. Then we put a plan together that sorts and prioritizes your next steps. Your plan will be tailored to your needs, objectives, and time line. We're committed to making the process simple by taking small actions every day so you experience victories, no matter how large or small. The Wealth Coaching process is designed to help you gain clarity and confidence in a simple, straightforward manner.
1.
Schedule your True Wealth Talk listening session
2.
Get clear on where you are now and where you want to be
3.
Get a customized strategy and guidance to execute
Personalized guidance | Accountability | Reach your full potential
What is a true wealth talk?
The True Wealth Talk 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 the transition experience.
During our time together...
About About Therese R. Nicklas, CFP®, CMC®
-certified financial planner™-
-certified success principles™ coach-
money expert |speaker|author
For over 2 decades I've empowered mid-life high-achieving women with strategies to create a career and life they love. Wealth Coaching is my passion project. I'm on a mission to help women create a life and career that lights them up. I believe life is too short to live any other way, don't you?
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. I noticed that powerful, lasting transformation happened through the coaching model I developed, Wealth Coaching. I watched women ditch burnout caused by high-stress corporate roles and create harmony and fulfillment. By discovering their purpose, they found the courage and confidence to launch new enterprises that tapped into their experience, talent and wisdom. 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 big, bold, life lit me up and aligned with my soul.
What is wealth coaching
The Wealth Coaching system combines the best of Life, Business and Money Coaching. By utilizing my financial background with Life and Business (Success Principles®) Coaching, women clearly visualize what they want for their next chapter, and know with certainty what financial resources they'll need to make their goals and dreams a reality. Understanding what they want and need inspires action, and gives them confidence. With their trusted guide by their side, women confidently navigate complex decisions, making their next chapter an exciting adventure.
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 the definition of living a 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 and understand what aligns best with your values and goals.
If you have questions, let's get on a quick call together. It could be one step that transforms everything.
Do you need a change?
get the ultimate transition checklist
Discover what needs to change | Make decisions |Create a life you love
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.
online course
D.I.Y. Financial Freedom Course
online course
6 WEEKS TO FINANCIAL FREEDOM
Learn to build wealth and manage money in 6 weeks!