We make personal finance less complicated.
- Personal finance is the #1 contributor to employees’ stress.
- 35% of employees say that personal finance is a distraction at work.
- 88% of employees want professional guidance on daily decisions.
We will run the numbers on your big decisions,
And teach you how these competing priorities effect each other,
So you can clarify and reach your daily goals.
We help employees and families simplify personal finance through education, planning and coaching.
We work with individuals, like you, who are ready to simplify financial decisions. Through education, planning and coaching, we help you tackle those daily decisions to reach long term success. Specifically, we:
Our coaching helps you tackle the main challenges of managing money so that you have the knowledge and processes in place to streamline financial management.
Working with Vaishali was a great experience. She offered advice tailored to my specific needs and further connected me with additional resources to build on our engagement and help me further work toward my financial goals.
As an added benefit to employees, my organization asked Copper Seed to present the Foundations of Finance workshop to our team and their partners. Vaishali shares her expertise in personal finance in an accessible way that all individuals in different phases of life can relate to and utilize to build the life they want. It’s evident that Vaishali draws on both her strong business and teaching backgrounds to deliver resources specific to the clients’ needs, whether they are high schoolers or CEOs. I personally have made some tough but wise decisions thanks to her knowledge and coaching.
Vaishali, you are amazing! Thank you for demystifying how to budget and how to create a rainy day fund despite my financial limitations. Understanding my financial situation has moved from being a black hole of unknowns to black and white facts – I feel more confident in making smart financial decisions.
As we neared retirement, my husband, Drew, and I asked Ms. Shah to look over our finances to determine if we were in good shape. Ms. Shah tactfully asked all the right questions and poured over our taxes, bank accounts and investments and came up with a comprehensive picture of where our finances stood. She also made insightful comments and recommendations to help us protect and grow our wealth. This was both enlightening and reassuring to us at this transitional stage of our life. We would highly recommend Ms. Shah’s services in any financial capacity you may need.
Vaishali Shah is a results-driven coach. When I started working with her, I had a hefty amount of student loans. She studied my finances, provided recommendations, and collaboratively designed a plan to give me long-term control over my finances. We accelerated the payoff of my loans and now I am generating positive monthly cash flow.
Vaishali Shah helped us when we were first-time business owners. She recommended that we use Quickbooks for our bookkeeping. Vaishali was efficient and thorough. We would recommend her to anyone who is interested in working with a kind financial planner who cares about your success as much as you do.
Vaishali helped my husband and I navigate a lot of financial changes–the sale of our condo, family planning, estimating the cost of a new home, balancing graduate school/future careers and estate planning. She was very thorough, detail-oriented and helped spark a conversation about our short-term and long-term goals. I’ve recommended her to all my friends.
Vaishali Shah, CFP®