Create a life of  True Wealth  

Professional women, your life is changing.  You have the opportunity to create your next chapter with certainty, clarity and confidence.  It's time to own your future so you can experience "True Wealth".  It is what money can't buy - a fulfilling life of joy, purpose, and balance.  Let me be your guide.

About About Therese R. Nicklas, CFP®, CMC®

-certified financial planner-

-certified success principles coach-

money expert |speaker|author

Are you trying to create more balance, joy, and fulfillment in your life? If you are, you're not alone. Studies show women leaving corporate in droves, complaining of burnout, exhaustion, and overwhelm.  That's why I created Wealth Coaching.  Simple, proven strategies to help you break through limiting beliefs, ditch burnout and create a life of financial and time freedom. Wealth Coaching is my passion project.  I'm on a mission to help women create a life and career of their dreams.  I believe life is too short to live any other way, don't you?
wealth coach for women wealth coaching true wealth

Why I specialize in Wealth Coaching For 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.

As a result of my coaching program, professional mid-life women get the guidance they need to sort out what they love to do from what they have to do so they enjoy their bold, beautiful life with certainty, clarity and confidence.  

I’m looking for high achieving professional mid-life women who are done with burnout or feeling empty, overworked and overwhelmed.  They're ready to design a fulfilling life by creating financial freedom  and “True Wealth”.  A life filled with joy, purpose, and balance.  And, they are looking for a guide.  Who do you know?

If you have questions, let's get on a quick call together.  It could be one step that transforms everything.

are you Uncertain About What's Next For You? let's chat.

About You

Maybe you're recently divorced or widowed and feel uncertain about how to build your new life as a single woman. Or maybe you're forced into an early retirement, or considering launching a side enterprise because you still have a lot to offer. Dramatic life events are confusing and scary. Often the stress of an unplanned event makes it hard to make life changing decisions. Not knowing what to ask, or where to go for objective guidance can shatter your confidence.  Fear of the unknown can keep you up at night, staring at the ceiling.  But it doesn't have to...

Knowledge is Empowering

Are you a woman at a crossroads? Do you want to make your third act an exciting adventure?  It is my passion and mission to help by offering you a safe, judgement-free place to ask all your money and life questions. I want you to feel certain you'll maintain your lifestyle in any situation and confident you're making smart decisions that will help you create time and financial freedom. Because that is True Wealth! And helping you create your big bold life isn't a job for me, it is my calling.

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.

Are you ready for a transformation?

My typical client

Typically, I work with Mid-life C-Suite or entrepreneurial women who are at a crossroads. They're trying to sort out a big transition, like retirement, leaving corporate to create a side enterprise, or even divorce. These events are stressful! Often the angst of the unexpected makes it hard to see the forest for the trees. Feeling confused and uncertain can erode your confidence.  It's a viscous circle, I get it... Here's the good news.  You're not alone.  I'm here to guide you, just like I've helped hundreds of other women just like you.

Passion inspired, purpose driven™

The Wealth Coaching system directs you toward creating financial freedom.  My priority is learning about your life and the legacy you want to create. You learn how to envision your ideal lifestyle. You'll receive a customized step by step blueprint to guide you every inch of the way. You will be inspired to take action, and motivated to push through limiting beliefs that may hold you back. When you begin implementing the wealth coaching process, we want you to say “I’m glad I did”, instead of “I wish I had”. 

The 1, 2, 3 process

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.

  1. 1
    First, schedule your "True Wealth Talk" listening session.
  2. 2
    Next, we get clear on where you are now and where you want to be.
  3. 3
    Finally, I give you a customized strategy based on our conversation and help you execute.

You have a guide by your side.  I hold your hand so you reach your full potential.


What they say...

christie r.


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.

Marketing 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.


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.

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