Financial Coaching with Copper Seed

What We Believe

You’ve heard the conventional wisdom—watch your expenses, save and invest, and over the long-term, you’ll reach financial security. But have you struggled to put this into practice?

If you have, this might be why: Money’s more than dollars and cents. It’s a tool to help you build the unique life that brings you fulfillment. And money works differently for each of us; we don’t have a one-size-fits all relationship with money.

At Copper Seed, we hold 2 core beliefs

Each of us has a unique relationship with money and a unique vision for our life. Understanding that relationship and vision is key to using money to build a life we love.
Financial success begins with knowledge. Knowledge leads to practice. Practice leads to confidence. And confidence results in empowerment. Feeling empowered, you can accomplish anything!

Copper Seed empowers you through personalized, flexible, and affirming financial coaching so you can live life on your terms.

What will your financial coach do?

First, we listen.

Your financial journey is about you, so we start by understanding what you’d like to create, where you feel frustration, and what you hope to change.

Next, we determine where you are.

Using your vision as a foundation, we review your financial data to understand where you are and develop a plan to get you to where you want to be.

Then, we work with you, as you need, and at your pace.

We help you understand where you are now, what’s working, and what to change. Together, we’ll create momentum toward your life goals.

Life is a journey and plans evolve. As time goes on and you make progress, we help you incorporate new milestones into your plan.

About Us

Hi! I’m Vaishali Shah, Founder of Copper Seed. I firmly believe that, with a clear vision and supportive education and financial coaching, you can achieve your life dreams. So, I combined 20 years of teaching and financial services experience into Copper Seed with a mission of simplifying money for women and entrepreneurs like you through education, planning, and financial coaching.

I developed this drive through my own financial journey, leaning on education during challenging times. Read my story here. I hold a BA in Biology from the University of Virginia, a Master of Teaching degree from Virginia Commonwealth University, and an MBA from Wake Forest University. I’m a CFP® and CAP® Certificant, and teach for the Love School of Business at Elon University.

We, at Copper Seed, are here to help you strengthen your journey as well!

Reach out! Let’s get started!