The Wealth Coach for Women Inc.
The Wealth Coach for Women, Inc.® is a Fee-Only fiduciary financial planning and asset management firm committed to empowering women with smart money strategies. The firm's owner and founder, Therese Nicklas, is a CERTIFIED FINANCIAL PLANNER™, Certified Money Coach(CMC)® and Certified Success Principles™ Coach. She specializes in helping Gen X professional women, experiencing a life event, at a crossroads and feel uncertain about their next steps. She is passionate about inspiring women to design a life they love and create financial freedom. By combining Success Principles coaching with Wealth Coaching, she’s helped women get their net worth and self-worth aligned so they enjoy a big, bold, life with certainty, clarity, and confidence. "Since we specialize in financial planning and wealth coaching, we do not require clients to have investible assets to work with us. If you do want us to manage your assets, the account minimum size is $1,000,000." Fees are based on your needs and the complexity of your personal situation. A typical client pays between $3,500 to $15,000 annually (on average).
Located in Rockland, Massachusetts, a suburb south of Boston, Massachusetts. The firm is a Registered Investment Advisory (RIA) in the State of Massachusetts and where exempted. Meetings are conducted in person, by phone or via an online meeting service.