About Therese R. Nicklas, CFP®, CMC®

What I Do:

I empower women with smart money strategies so they create a stress-free approach to money.

You know, money is nothing but a tool. It is one that most of us use every day. Even with all that practice, many people feel a lot of stress and anxiety when the subject of money comes up.  Why? Because we're not taught how to use money or talk about money.  I am on a mission to change that, one woman at a time.  By empowering women with smart money strategies, my clients gain confidence they can stand on their own two feet, no matter where life takes them.  Clients learn how to get from where they are to where they want to be with ease and simplicity.

How I Do It:

My clients get the best of both worlds. By using a combination of behavioral and practical coaching tools they learn to build a healthy, stress-free relationship with money.  Through money coaching, clients identify subconscious thoughts and behaviors that work against them.  Then I coach them with new habits so they develop a healthy, conscious money relationship and a better financial outcome.  It’s just like building a muscle.  By supporting them with a step-by-step process of what to do and how to do it, my clients are empowered and in control of their money.  They know what they earn, spend, share and save.  They live life by design, not by default.  This powerful process helps them attain financial freedom on their terms!

Ready To Learn More?

The Money Coaching/Financial Planning combination is SO powerful, I want to share it with everyone!  The best place to start learning how Money Coaching can help you is by taking the Money Archetype Quiz.  Please click here to take this enlightening quiz and start your journey toward financial freedom!

Memberships & Awards

CERTIFIED FINANCIAL PLANNER™
Certified Money Coach®
Financial Planners Association of Massachusetts
XY Planning Network
NAPFA
Five Star Wealth Manager Professional
2012-2013 President of the Rotary Club of Braintree
Paul Harris Fellow
Women's Choice Award

Member Of

XY Planning Network Logo
NAPFA Logo
Certified Money Coach
Fee Only Logo
FPA-Financial-Planning-Association
CFP Logo

Featured In

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The Suit Logo
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The Wealth Coach for Women Inc.® is an Investment Adviser registered with the State of Massachusetts. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.  Please contact us at (781) 413-1090 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from WCFW with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request.  This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.