I am a female professional who has been successful in several areas of life, however, confident handling of my finances has eluded me. Working with Vaishali has been a game changer. Her easy and supportive style invited me to grow my confidence and find my voice.  She is very knowledgeable yet not overbearing and shares information in bites that reflect her understanding of where I am in my growth process.  She is clearly invested in empowering me as her client and cares enough to provide just the right amount of accountability to keep me focused. Time as a Copper Seed client is time well spent!

Thanks to Vaishali, we now have a well-defined budget, and a proactive approach to financially managing our small business needs. We have benefited from her Coaching for Entrepreneurs that has increased our knowledge base and allowed us to be active participants in our small business finance stability and growth. Her expertise in areas such as tax planning and budgeting, as well as debt management strategies have not only saved us money but also positioned our business for long-term success.

In addition to their professional competence, Vaishali has exhibited a genuine commitment and personal interest in our business’s success. We wholeheartedly recommend Copper Seed to any business seeking not just a financial planner, but a true partner in their journey to financial stability and growth.

Vaishali did an amazing job sharing lessons about budgeting, investing and retirement to our team of young managers. It is great to start young with the important knowledge that Vaishali shared in her workshop. She was able to break down the meaning of personal finances and make it understandable and relatable to a wide variety of our people. It was a very thought provoking and meaningful exercise for our team and we look forward to sending future managers through her (Re)Set Your Money Journey workshop!

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.

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.

Vaishali leads with compassion and empathy as well as her many years of experience with personal finance; after working with her and creating a plan I feel a sense of freedom in that my money is working for me. She has had a major impact on me by leading by example and showing me what is possible in my future. After working with Vaishali, I feel more confident in my ability to manage my money and more importantly have a healthier relationship with my personal finances

I needed a coach–someone genuinely passionate about listening & providing their expertise and insight to help formulate an action plan. Someone who would share tools that I could use to get organized, educated & disciplined around our finances. Someone that would hold me accountable for showing up & putting in the work. I’ve been working with Vaishali for eight months now and never have I felt more empowered, especially as a woman, when it comes to our finances. The crippling anxiety I used to feel is being replaced with confidence because I have one heck of a coach.

Liles Construction engaged Copper Seed for a multiple-session financial planning seminar for our employees. Vaishali curated a program specific to our company’s benefits and employee structure. She covered topics from basic personal finances to long term financial planning and investments. She skillfully kept each participant engaged and inspired throughout the seminars.
Since our sessions with Copper Seed, we have seen an increase in 401(k) contributions and have had employees from field engineers to executive leadership actively change their financial plans and use of benefits.