Get Vancouver financial advice, coaching and education from an unbiased source that wants to help
My name is Nicole, and I started AthenaGrace Financial Services Ltd. in 2015 out of a desire to help people ‘get a grip’ on their finances. My goal is to not only offer contract CFO, controllership and accounting services for businesses but to provide tangible, practical financial services for real people with real lives.
I realized that this was my passion after coaching my own friends through confusing and difficult financial situations. I saw how life changing it was for them to be given the tools they needed to take control of their finances, their future and their long term stability. I appreciated how important it was for them to get the right kind of education they needed to ‘fill in’ the gaps in their financial knowledge. I noticed how this allowed them to achieve their financial goals by making better and more informed decisions about their money. In some cases, it was just a matter of giving them a second opinion, the ‘thumbs up’ that they were on the right path that allowed them to breathe easier.
Each time, what I wanted above all was to be a guide for my friends on their path to success. And what I saw each time was an increase in confidence, a feeling of empowerment and more sleep! It was life changing for all of us!
I am highly qualified in my field. I have a Bachelor of Commerce degree from the University of Toronto and am a qualified Chartered Professional Accountant, Chartered Accountant (CPA, CA) working in Vancouver. I articled at PricewaterhouseCoopers in Vancouver and obtained my Chartered Accountant designation in 1998. Since then I’ve held various accountancy and financial management related roles in multiple businesses.
I continue to work as an extremely experienced and competent accountant (outsourced CFO and controller) for those profitable owner-operated businesses that don’t want or require a full-time employee to do their accounting or finance but who still want someone on their team who is financially knowledgeable, professional and trusted.
In the course of my experience, I have found that the skills and knowledge relevant to running the finances of a successful business are similar to the skills necessary for personal financial success.
Enter the concept of Vancouver money coaching and fee-only financial planning…
Let’s face it; if you don’t understand your money, how are you going to positively change your financial situation? And who do you go to for help on this? Where do you start? This applies to everyone; to educators, nurses, stay at home moms, professionals, entrepreneurs, to individuals and families, and to newlyweds and divorcees.
My service is not about looking at one problem in isolation. Every financial decision impacts other decisions. It’s necessary to look at your financial picture as a whole in order to make the best possible decisions for your future. I want the best for all my clients, so I make sure I take that comprehensive look. How do all of your assets, liabilities and cash flow come together to achieve your goals and work for you? As an individual or a family, how can your finances help you get what you want out of life? As a business, how can they help you grow?
I offer money coaching or financial planning that is tailored to your situation. The benefits to you are clarity surrounding your current finances, an action plan for you to reach your goals, the confidence to make informed financial decisions and the ability to sleep at night, knowing you are set for the future.
Plus, I explain ‘what on earth is going on’ with the numbers. My aim is set on increasing financial literacy and creating financial stability for you.
I provide all my services on a fee-only basis (packaged or hourly rates). This means that the only compensation I receive for my work is what I am paid by you, the client. No commissions, no trailer fees, no referral fees. This allows me the freedom to offer objective, impartial and independent financial advice to all my clients.
Don’t stop at financial advising. I do a whole lot more where money is concerned.
Some people need money coaching, others need a financial plan and some want help with their business. Offering all these services allows me to serve my clients at whatever financial stage they are in their lives. More importantly, I can see what you need and I have a well-rounded knowledge of how I can help your financial situation with short term and long terms goals in mind.
I am passionate about empowering others to make positive changes in their lives. I want to help you create the life you dream of! Let’s get started! Call or e-mail me today.