clarity is the first step toward financial freedom

Let me be your money guide

What's the hardest part about financial planning?  Getting started.


I'm  Therese Nicklas.  CERTIFIED FINANCIAL PLANNER™ and Certified Money Coach(CMC)®.

I empower women with smart money strategies so they enjoy life with more clarity, confidence and certainty. I am passionate about helping women create financial freedom.

what i believe

I believe financial planning is essential to building wealth.  But not a plan that's filled with confusing industry jargon and irrelevant charts.  A plan designed to inspire you to take action. One with a simple, step by step process you can do with your eyes closed.  One that gives you clarity, confidence and certainty.


You know what to do, how it fits into your plan and why it's important.


You've got this.  You'll maintain your lifestyle in any situation.


Because you're not taking this journey alone.  You have your Trusted Advisor walking beside you.  Holding your hand, while keeping you accountable.

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ready to put it all together?

let me show you how all the pieces of your financial life can work together.


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