Introducing A New Way To Plan Your Future!

Fiduciary Financial Advisor Greater Boston Area

“Hi!  I'm Therese Nicklas, CERTIFIED FINANCIAL PLANNER™ and Certified Money Coach(CMC)®.  I empower women with smart money strategies to help them get from where they are to where they want to be with ease.  You know, money is nothing but a tool.  Most of us use it every day.  Even with all that practice, some folks get a knot in the pit of their stomach any time the money subject comes up!  Why?  Because we're not taught how to use money effectively or how to talk about money.   I am on a mission to change that by helping women develop a solid understanding of how money works.  I believe knowledge is power, don't you?  I want you to have confidence in your financial decisions, knowing no matter what happens, you can stand on your own two feet.  Because that is financial freedom!  Want to learn how?  Click here now to schedule your free Money Makeover Conversation with a Fee Only Financial Advisor and Certified Money Coach!”

A Simple Fee Model

Your Financial Advisor's fee structure should be simple, transparent and reasonable.
The Wealth Coach for Women, Inc.® is a fee-only financial advisory firm. Fee-only firms are Registered Investment Advisors (RIA).
“I believe a fee-only business model is best for the client. Because it creates a fiduciary relationship, we are both on the same
side of the table. As a CERTIFIED FINANCIAL PLANNER™, I am held to the highest fiduciary standard, which means I am
obligated to act in your best interest at all times. Working with a fee-only advisor means we have a fiduciary
relationship 100% of the time.”
Clients are charged a reasonable fee based on the scope of the engagement with the firm. The annual fee is based on the Money
Coaching® and Financial Planning services provided, assets under management, or both.  After your initial money makeover
conversation, you will receive a recommendation for a service model that ts your goals and objectives.