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 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 world my entire career, climbing the ladder and helping women build solid futures. I was good at 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.
transforming lives - yours included
That journey transformed my life—and ignited a passion I can’t keep to myself. I got certified as a Success Principles coach to share these life-changing tools, revamping my program to help women like you create your own version of “True Wealth”. I’ve seen women have breakthroughs that blow me away—finding clarity, ditching burnout, and stepping into lives of joy and purpose.
Next Steps
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!
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!
