The Wealth Coach for Women, Inc.

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The Wealth Coach for Women, Inc. You're the first generation of women told you can have, be, or do anything but nobody told you the cost. Clarity is the first step toward financial freedom.

At this stage you want balance & purpose without taking financial risk. I help high-achieving women shift careers & maintain financial security. When times are tough and we're stressed out because of all the uncertainty around us, we need clarity more than ever. Being clear on how to get from where you are to where you want to be is calming. It's like the feeling you get when you step off a rocky

boat onto solid ground. Want that feeling of certainty again? I'm Therese Nicklas, CFP(R), Certified Success Principles Coach and Certified Money Coach. For over 2 decades, I've helped women find solid ground when their life felt like a rocky boat. I help women create bright financial futures by developing a plan that is simple, inspiring and clear. Typically, I work with high-achieving, mid-life professional women. They're at a crossroads and want guidance as they make some big life-changing decisions. They've spent over 20 years climbing the ladder to success, and now wonder if their ladder is leaning on the wrong wall. Wealth Coaching is for high-achieving mid-life professional women who want their third act to be an extraordinary adventure. As a result of Wealth Coaching, women who are done with burnout, feeling empty, and like all they do is work design a fulfilling life by creating “True Wealth” – a life filled with joy, purpose, and balance. I am a Certified Financial Planner™, Certified Success Principles™ Coach, and Certified Money Coach(CMC)®. By combining Success Coaching with my financial background, clients get excited about creating their third act, knowing the potential cost so they can plan accordingly. You’ll decide what you want, create a plan for achieving it, and take action day-by-day to transform your life. End burnout and overwhelm and start living your life by design and not by default. You’ll discover:

The 7 major areas of life where planning will give you the most joy, the greatest prosperity, and the highest impact for good. The one thing that will bring YOU success where others have failed
Why believing what you want is critical — and how to create this belief
The actual plan you need to follow — with your coach as your guide
And lots more! Want to learn more? Click https://go.oncehub.com/learn30 to schedule your free strategy session.

If you’re considering a new direction and you’re not sure where to start … I have a solution for you!Imagine walking int...
26/08/2026

If you’re considering a new direction and you’re not sure where to start … I have a solution for you!

Imagine walking into your favorite eatery, hungry, but staring at the menu unable to decide ...

You know you need something—you’re just not sure what.

Designing your next chapter feels the exact same way.

The options are overwhelming, and the traditional route usually leaves major gaps:

• Your investment advisor crunches numbers, but misses what’s in your heart.
• Your tax pro knows the rules, but not your personal goals.
• A typical life coach helps you dream, but lacks the financial acumen to make it real.

As a CERTIFIED FINANCIAL PLANNER™ and Certified Success Coach®, I bridge that divide so you get your vision mapped, your finances aligned, and your next steps defined—all in one place.

Lately, I'm hearing from women who ask the exact same questions: What does my next chapter look like? Will I be o.k. financially? Where do I even begin?

They're not ready for a long commitment right now. They need a focused, private space to eliminate the guesswork, get real answers, and finally sleep at night.

That’s why I’m opening up 10 private, 1-on-1 Next Chapter Clarity Immersions.

In one focused, two-hour session, we keep you from the rabbit hole of indecision and build your customized Financial Clarity Roadmap so you can move forward with total confidence.

Investment is only $1,100. As a special bonus, a portion of your investment can be applied directly toward a future coaching program.)

Stop waiting for clarity to just happen—let's build it together.
👉 Claim your 1-on-1 Next Chapter Clarity Immersion. Link in comments for details and to secure your spot.

You have goals up the w***o.No surprise ... women who pride themselves on being "doers" always have a pipeline of goals....
07/08/2026

You have goals up the w***o.

No surprise ... women who pride themselves on being "doers" always have a pipeline of goals.

There's always a new mountain to climb ...

But lately, the frustration of having all these ideas take up residence in your head is getting to you.

If you've been looking for a new strategy to go from thinking "I want this" to saying "I have it" ... this workshop is for you.

Don't put off registering for Beyond S.M.A.R.T. Goals.

Here's your nudge.

Wednesday, August 19th at 1:00 PM ET. 60 minutes, live, virtual. Free.

You'll walk away with the one thing every goal-setting method skips: the process to actually get it done.

Save your spot — link in comments.

A client came to me last year with a goal she'd written down for three years.Not a vague one. A specific, well-thought-o...
06/08/2026

A client came to me last year with a goal she'd written down for three years.

Not a vague one. A specific, well-thought-out, S.M.A.R.T. goal. She could recite it word for word.

She just hadn't taken any action.

We didn't rewrite her goal. We didn't need a better plan. What she needed was the one thing missing from every goal-setting framework she'd ever used: a bridge from "I want this" to "I'm doing this."

Six months later, she'd done it.

The goal didn't change. The process did.

If you're carrying a goal like that — one you can recite but haven't brought to fruition ... this workshop is for you. August 19th, free, live.

You'll leave asking yourself ... "why didn't I do this sooner?"

Link in comments. Register today!

Here's one thing I'll teach in the workshop, free, right now ...Most goal-setting advice hands you the whole mountain at...
05/08/2026

Here's one thing I'll teach in the workshop, free, right now ...

Most goal-setting advice hands you the whole mountain at once. Vision boards. Five-year plans. Every step mapped out before you've taken the first one.

And that's exactly why it doesn't work.

Overwhelm doesn't create action. It creates avoidance. The bigger the plan looks, the easier it is to close the tab and think about it "later."

The goals that actually get achieved aren't tackled all at once. They're broken into pieces small enough to complete ... soundbites, not mountains ... so every step gives you a real hit of momentum instead of a reminder of how far you have to go.

Momentum is what turns a goal into motion. Not the size of the plan. The size of the next step.

I'll show you exactly how to break your goal down so your inspired to act on it ... not overwhelmed by it ... on August 19th. Free, live, virtual, 60 minutes.

Who's in? 🙋‍♀️
Link in comments.

How many times have you written out that goal?You know ... the BIG one!The one that terrifies you every time you look at...
04/08/2026

How many times have you written out that goal?

You know ... the BIG one!

The one that terrifies you every time you look at it.

You followed the structure all the "guru's" tell you to use ...

S.M.A.R.T.
Specific. Measurable. Attainable. Realistic. Time-bound.

And you still didn't achieve it.

I get it. I've been there many times.

My dream trip to Sicily was the first goal I wrote out every January.

Like clockwork.

Here's the truth nobody tells you: S.M.A.R.T. goals were never designed to get you to the finish line.

They were designed to help you write a better goal.

Writing and achieving are two different skills — and most of us were only ever taught one of them.
You are not undisciplined. You are not lacking willpower.

You're missing the process that turns an idea into implementation.

That process is teachable. That's what we're doing together on August 19th.

I'm going to share the steps I took to finally go from writing out my big goal once again ... to sharing stories of my adventure with my granddaughters.

Want to know how I did it? Grab your seat at my workshop. Link in comments — free, live, 60 minutes. 🔗

04/08/2026

You made the decision.

You're feeling good about where you stand financially.

Your next chapter is within reach.

But what if most of your savings is sitting in retirement accounts?

Does that send your plans off the rails?

Maybe ... Maybe not.

Well-meaning friends will give you all kinds of "advice" ... and most of it is wrong.

Why guess when you can get the answer that applies to you?

That's exactly what the Long-Term Lockbox step of the free 15-Minute Financial Reality Check walks you through.

Let me share Carol's story ...

Carol almost pulled money from her retirement account to cover a large purchase.

After one conversation, and we found an alternative source that wouldn't create a big tax bill.

That’s the difference between guessing and guidance.

This is the last of the 5 numbers ... and honestly, the one where a second set of eyes matters most.

Download the free 15-Minute Financial Reality Check and take stock of your Long-Term Lockbox. Link in comments.

I watched women I loved stay stuck for years.Not because they lacked ambition. Not because they didn't know what they wa...
03/08/2026

I watched women I loved stay stuck for years.

Not because they lacked ambition. Not because they didn't know what they wanted.

Because somewhere between the goal and the follow-through, fear took over.
And "someday" became the M. O.

I became a CFP® to fix the money side of that equation. But it wasn't until I battle-tested my own process ... on my own goals, in my own life ... that I had my slap-to-the-forehead moment.

The results shocked even me.

The plan was never what was missing. The bridge between the germ of an idea ... and a streamlined process to bring it to fruition was the missing link. Once I saw it, I couldn't unsee it ... and I couldn't keep it to myself.

Learn from me. Stop banging your head against a wall ... or dope-slapping yourself in the forehead.

On August 19th, I'm running a free live workshop for women who are done setting goals they don't achieve. Beyond S.M.A.R.T. Goals: The missing step between setting a goal and achieving it.

It's free and designed as a "lunch & learn" at 1:00 PM ET.

Link to register is in the comments.

03/08/2026

Fun fact. Did you know some debts let you hit pause when your income drops?

Knowing which ones ... and the right approach ... can be an essential tool when navigating change.

Every mortgage payment, car payment, credit card balance shrinks your transition runway ... possibly getting in the way of you following your dreams.

Your Speedbump Audit tells you which of your monthly debt payments are set in stone ... and which ones could be paused, consolidated, or eliminated to free up some cash while you regroup.

In the video above, I walk through the Speedbump Audit: a simple check of your monthly obligations, and one powerful question ...

If you could pause, consolidate, or eliminate just ONE of these payments, how much would your monthly cash flow improve?

This is where financial clarity puts you in the driver's seat. Because once you identify your optional speedbumps ... and take action accordingly ... you're eliminating an obstacle and creating a clear path toward your next chapter.

Download the free 15-Minute Financial Reality Check and run your own Speedbump Audit. Link in comments.

31/07/2026

If you have severance, alimony, rental income or dependable side hustle income ... and you still feel like making a change can derail your financial stability ... I have a solution for you ... your Transition Income Lifeline.

Your Transition Income Lifeline tells you how much your Runway actually extends once you factor in any guaranteed income coming in during your transition: severance, alimony, rental income, predictable side-hustle income.

Then it does the math that most people never do ... and reveals your True Transition Runway.

This is the number that clarifies your surplus ... or shortfall.

In the video above, I walk through this calculation step by step, because this is often where women discover they have more room to breathe than they thought ... or less, which means it's time to plan now, not later.

Either way, you need to know. Guessing is not a strategy.

Download the free 15-Minute Financial Reality Check and find your True Transition Runway. Link in comments.

30/07/2026

Do you know the difference between surviving ... and thriving?

Clearly understanding the difference is what you'll get once you calculate your Lifestyle Buffer number.

Your Lifestyle Buffer shows you how to structure your runway number to include discretionary spending that makes life feel like yours ... dinners out, travel, the items you'd rather not give up.

The things that aren't "necessary," but without them, you're not living your next chapter. You're just enduring it.

In the video above, I show you exactly how to calculate this number — and why skipping it is one of the biggest mistakes women make when they're planning a transition.

Most financial plans stop at your survival number ... what's absolutely necessary.

Wouldn't you like to know where your discretionary spending can potentially be included in your runway number?

In my experience of guiding women ... standing at a crossroads ... trying to design their next chapter ... but fear of financial ruin gets in their way.

A plan that only accounts for necessities doesn't give you financial clarity.

Or the confidence you need to make decisions that transform your life.

You deserve more than bare minimum.

Download the free 15-Minute Financial Reality Check and calculate your Lifestyle Buffer today. Link in comments.

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