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Welcome!
I'm Nicky Morong,
CERTIFIED FINANCIAL PLANNER™, author, and entrepreneur.
I teach you how to make smart financial moves so you can live the ridiculously happy and fulfilling life you deserve.
Free download
5 Tax-Saving Secrets Your CPA Won't Tell You
Taking home more money from your business is easy with these 5 strategies my clients pay thousands of dollars to get.
All you need to do is read the guide, choose your strategy, and implement what you learn, for more money in your pocket without needing to make another sale. Go from there's-not-enough-money-to-reinvest-in-my-business-fund-my-lifestyle-and-invest-in-myself to becoming the oh-so-savvy-entrepreneur on the business block who can invest in your lifestyle, business, and your portfolio, too. These secrets have saved my clients anywhere from $10,000 to $108,000
CFP®. Author. Entrepreneur.
Hey there, it's nice to meet you—
After losing my dad young, the "sacrifice now to enjoy life later" messaging just didn't resonate with me. I started Peterkin Financial over a decade ago because I wanted to help families with a more balanced approach to money- one that allows them to enjoy life today while building wealth for the long term.
I built a successful business, and even became an author.
As my business and revenue grew, I learned a thing or two firsthand about the unique challenges of financial planning as a small business owner. Learning how to apply my financial expertise to these challenges despite many failures and lots of trial and error has led to some of my biggest accomplishments yet, which include retiring my husband at 37, getting to spend a ridiculous amount of time with our family (we have two boys, an 8 month old and a 3 year old), and moving across the country to southern California in pursuit of living our best lives, all while having the privilege of continuing to help hundreds of amazing clients and students use their money to do the same.Â
Nicky
Join The Waitlist
Profit Boosting Power Hour
Maximize Your Write-Offs In One Sitting ($47)
I will be running two live sessions walking you through exactly how to organize your business and personal expenses for maximum tax savings. We'll do the mapping in real time, and you'll leave with a completed workbook you can bring to your next meeting with your CPA so that the recouped tax savings end up back in your bank accounts where they belong. Join the waitlist to be the first to know when the session dates are scheduled.
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