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...