Therese is a Wealth Coach for Women. Her specialty and passion is helping women in transition go from feeling overwhelmed and confused to empowered and optimistic about their financial future. She does this by using a holistic system that focuses on financial education and planning. Her distinct approach helps clients take some of the uncertainty out of tomorrow so they can live their life by design, not default.
Since 1976, Terri has provided personalized guidance to ensure that she is a trusted resource for her clients’ financial needs. Her life experiences led her to specializing in helping her clients identify and articulate what keeps them up at night. Together they utilize a holistic financial life planning process that consolidates the fractured advice they may receive from multiple sources. By coordinating the services of her client’s financial team, the possibility of something significant falling through the cracks is minimized. “My Financial Life Planning process includes the whole family. By scheduling a multi-generational meeting with clients and their team of professionals, we deliver counsel so the family sees the whole picture. Your family members are very important to the process. Getting everyone on the same page is our goal to provide our clients with confidence. When the time comes for asset transfers and the implementation of final wishes, the transition will be smooth. The next generation can respect the thoughtful process used by the parents to create a legacy based on their core family values.”
CERTIFIED FINANCIAL PLANNER™
Certified Money Coach®
Financial Planners Association of Massachusetts
XY Planning Network
Five Star Wealth Manager Professional
2012-2013 President of the Rotary Club of Braintree
Paul Harris Fellow
Eastern Nazarene College Alumni Association
Phi Beta Lambda National Honor Society
Boston College High School Mother’s Guild
Xaverian Brothers High School Parents Alumni Association
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, and on our website, www.wealthcoachforwomen.net. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.