Therese Nicklas, Wealth Coach for Women
Create a Career and Life You Love
because life's too short to live any other way...
get to know
Therese
about therese nicklas
For over 2 decades I've empowered high-achieving women with strategies to create a career and life they love. Wealth Coaching is my passion project. Women deserve a life and career that lights them up. I believe life is too short to live any other way, don't you?
Meet Your Guide
Therese R. Nicklas, CFP®, CMC®
certified financial planner™-certified business, life and success principles™ coach-
money expert |speaker|author
Hello !
I'm glad you're here!
I’m Therese (my friends call me Terri).
Do you wonder, “Am I really doing what I’m meant to do?” I’ve worked in the financial industry my entire career, climbing the ladder and helping women build solid futures through financial planning. I enjoyed it, but when the pandemic hit and life flipped upside down, I started questioning everything.
A Tough Wake-Up
Lockdown stripped away my sense of control, and I felt raw, vulnerable, and honestly, broken. Running a business through that chaos was brutal—self-doubt crept in, and I wondered if my work even mattered. Life felt so fragile, like it could change in an instant (and it did!). Maybe you’ve felt that, too—the heaviness of uncertainty.
Finding My Way
Then I was invited into Jack Canfield’s Success Principles course, and it was like someone handed me a flashlight. Through those exercises, I dug deep—reflecting on what truly lights me up and realizing how little time I spend doing what fills my cup. My big “aha” moment? Joy isn’t tied to a paycheck. For years, I obsessed over the bottom line, but letting go of what didn’t serve me opened up space for what brings me "True Wealth" or put another way -joy, purpose, and balance.
Creating Breakthroughs - Transforming Lives
That journey of finding my purpose and what brings me joy and fulfillment was my breakthrough, and transformed my life. I got certified as a Success Principles coach to share these life-changing tools, revamping my business model to help women like you create your next chapter with “True Wealth”. I’ve seen women have breakthroughs that inspire me—find clarity, end burnout, and step into lives of joy and purpose.
Want To Learn More?
Would you like to learn more about how Wealth Coaching can help you reignite your life? I’m on a mission to bring this transformation to as many women as possible, and I’d love for you to be next. Whether you're considering retirement, launching your dream business, or pursuing a passion project, it's important to clearly understand what you want. 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. Book a free clarity call with me—let’s turn your next chapter into something extraordinary together!
Wealth Coaching Simplified
Do you like to keep things simple?
I do too! Watch the Founder's Story video to learn the backstory behind the discovery of the Wealth Coaching process and how clients benefit.
Rekindle your glow
break free from burnout
Enjoy "true wealth"
What is a Clarity Strategy Call?
The Clarity 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 the transition experience.
During our time together...
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.
