What They Say...

christie r.


Working with Therese was a joy! I met her through a mutual friend who worked directly with Therese 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.

Blog Posts

Check out recent posts to get my point of view of important money and lifestyle topics.

Lisa Nichols 3 Simple Steps for Transforming Your LifeOnce in a while, I am blessed

Are You Funding Your Dream?

How One Client Avoided The "Someday" LandmineA Tribute To Toni...Do Your Dreams Have Deadlines?  I

Do Your Dreams Have Deadlines?

Looking Back on 2023I've been a goal setter for over 30 years.  Sometimes I succeed

How I Made 2023 My Best Year Ever

I don’t have to get hit over the head…There are many unpleasant topics, and estate

Your Estate Plan Number: 33 Or 67?