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 and I asked Ms. Shah to look over our finances to determine if we were in good shape.
Vaishali Shah is a results-driven coach.
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.
