Welcome!
I'm Nicky Morong, a CERTIFIED FINANCIAL PLANNER™, author, and entrepreneur.
I teach you to make smart financial moves so you can live the ridiculously happy and fulfilling life you deserve.
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Find $10k Strategy Guide
Finding surplus money in your business is super 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.
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Create Your Ideal Life Workbook
aka how I retired my husband in his 30s with no financial stress and without needing to replace his income or grow mine.
Your money can't help you live your best life and achiever all of your most important financial goals if you aren't crystal clear on what those are. Use this workbook to go from feeling like you could be doing better with your finances to becoming crystal clear on exactly how to better use your money to create your ideal life.
CFP®. Author. Entrepreneur.
Hey there, it's nice to meet you— I'm Nicky.
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 a son, Dean who is 1½), 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.
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