Nicky Morong, CFP®

After losing my dad in my early 20s, the whole “sacrifice now, enjoy life later” message never sat right with me. I knew there had to be a better way to approach money—one that didn’t force families to choose between enjoying today and securing their future.

That’s why I started Peterkin Financial over a decade ago: to help people create a balanced, sustainable approach to wealth—where building long-term financial security doesn’t mean missing out on the life happening right now. 

Since then, I’ve built a successful business, published a book, and had the privilege of helping hundreds of clients and students transform how they manage money.

But the biggest growth? That came when I became my own client.

As my business and revenue grew, I ran headfirst into the complex, nuanced challenges of financial planning as a small business owner. Plenty of trial and error learning how to apply my expertise to my own messy middle led to some of my proudest accomplishments:

– Retiring my husband Bobby at 37 (hard to believe it’s been almost 5 years!)
– Moving our family across the country from Boston to San Diego to chase the sun and live life on our terms
– And getting to spend a ridiculous amount of quality time together making memories with our toddlers Dean and Enzo.

Today, I help other successful business owners and entrepreneurially-minded professionals do the same: build intentional, values-aligned wealth without the burnout, guilt, or guesswork.

Because money should feel like freedom—not pressure.