Sandie Taylor, COO

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...

Jennifer C.

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.

Josie Greenwald

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...

Laura Kilpatrick

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...

Paul Liles, CEO

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...