This week's guest saw a wide gap between the typical approach of financial advisory firms and what many women said they needed and wanted.
Therese Nicklas has a passion and mission to help women by offering a safe, judgment-free place to ask all your money questions.
She created her practice to support women with a safe space to ask questions and resources to build their new life. Dramatic life events are confusing and scary. An unplanned event's stress makes it hard to make financial decisions.
Not knowing what to ask or where to go for objective guidance can shatter your confidence. Fear of the unknown can keep you up at night, staring at the ceiling.
Therese is helping you create your big, bold life! She wants you to feel confident you'll maintain your lifestyle in any situation and secure you're making smart money choices because that is financial freedom! Doing this is not just a job for her. It is her calling.
Her Passion Inspired, Purpose Driven™ system directs you toward creating financial freedom. When you work together, her priority is learning about your life and the legacy you want to make. You learn how to envision your ideal lifestyle. You're guided with a customized step-by-step process, holding your hand while we keep you accountable. You will be inspired to take action and motivated to push through what's possibly holding you back. When you begin implementing your customized financial plan, you will say, "I'm glad I did," instead of "I wish I had."
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