Today we’d like to introduce you to Nickole Diaz.
Nickole, we appreciate you taking the time to share your story with us today. Where does your story begin?
Transformation Circle began with my own financial journey. Although I am an accountant who studied money professionally, I realized I did not fully know how to manage my own finances. At the same time, I saw friends and family struggling with budgeting, credit, and long-term financial stability. Many of us were never taught these skills growing up.
With a natural desire to help, I began studying personal finance more deeply, applying what I learned to my own life, and then supporting those closest to me as they worked to improve their budgets and credit. Over time, I saw firsthand how access to financial education could truly change lives.
That work led me to establish Transformation Circle as a nonprofit organization. Today, Transformation Circle exists to help families and communities move beyond financial struggle by providing education, healing, and practical tools. Our mission is to help people forgive themselves for past financial trauma, rebuild confidence, and move toward being financially free and financially whole.
Can you talk to us a bit about the challenges and lessons you’ve learned along the way. Looking back would you say it’s been easy or smooth in retrospect?
Not at all. The journey has been anything but smooth.
One of the biggest challenges was unlearning what I thought I knew about money while simultaneously learning how to manage it in real life. As an accountant, there was an expectation that I should already have it all figured out, which made the process both humbling and uncomfortable. I also faced the emotional weight that comes with financial trauma, both my own and that of the people I was trying to help.
Building a nonprofit brought its own set of challenges, including limited resources, navigating compliance and structure, and learning how to lead while still growing myself. There were moments of doubt, burnout, and questioning whether the work was making an impact. However, each challenge reinforced the importance of the mission. The struggles sharpened my purpose and confirmed that Transformation Circle was needed, not just for the community, but for me as well.
Appreciate you sharing that. What else should we know about what you do?
I serve as the Director of Accounting for a wealth management firm, where I specialize in all things money. My work focuses on understanding, organizing, and bringing clarity to financial information, helping individuals and organizations make informed financial decisions.
While I do not work directly in financial planning, my role has shown me the importance of planning and how intentional decisions over time create long term wealth. That exposure has strengthened my ability to help others understand not just where their money is, but how their choices today impact their future.
What I am most proud of are the people I have been called to serve. Seeing individuals take intentional steps toward financial clarity, confidence, and stability is the most rewarding part of my work. Whether through my professional role or community based efforts, helping people understand their money and regain control of their financial future is at the heart of what I do.
What sets me apart is my ability to combine deep financial knowledge with empathy and lived experience. I do not approach money as numbers alone, but as something deeply connected to behavior, mindset, and healing. This allows me to meet people where they are, remove shame from conversations around finances, and help them move forward with clarity, purpose, and confidence.
If you had to, what characteristic of yours would you give the most credit to?
The quality most important to my success is empathy paired with accountability. I am able to meet people where they are without judgment, while also encouraging them to take responsibility for their financial choices. This balance builds trust, removes shame, and creates real, lasting change. It allows people to feel seen, supported, and empowered to move forward with confidence.
Pricing:
- $35 Prosperity Planner
- $59.99 Planner and Strategy Session
Contact Info:
- Website: https://www.transformationcirclear.org
- Instagram: https://www.instagram.com/transformationcircle
- Facebook: https://www.facebook.com/transformationcirclear
- LinkedIn: http://www.linkedin.com/company/transformationcirclear
- Youtube: https://www.youtube.com/@COINversationswithKole
