the Profit 2 Wealth program
are you ready to take home more money from your business, and build passive wealth?
A 6-Month program with HIGH-Touch,live support designed to teach you exactly how to increase your personal profits and build passive wealth
The Profit 2 Wealth Program
what if I told you there was a different way?
That more profit in your business wasn’t all about you cutting expenses or making more money? That there are simple strategies you can implement to help you increase your personal profit – so you can get more out of your current revenue now and as you scale. That once you know about these strategies and decide which ones feel best for you based on your business makeup, personal goals, and overall finances, you can more effectively lean on your CPA, Bookkeeper, and other financial team members to help with the heavy lifting. Because you’ll be better equipped to delegate and direct your financial strategy.
It’s not too good to be true- join Profit 2 Wealth to get started
does this sound familiar to you?
Remember reaching that point in your business where you realized you were finally making a lot more money, and it felt so good?
You’d planned to do all the things when you got here!
Finally catch up on retirement savings, invest more, get all the right things in place.
But then you look at your bank account, and it hits you that somehow your increased revenue hasn’t translated into as much take home pay as you expected.
How the f*%^ is this possible?!
I must be leaving money on the table because I don’t understand how I don’t have more money to spend AND more to invest.
But who do I even ask? What if it’s just me? Obviously I just need to make more money, but how much more?
The good news is, you’re right. You should be able to keep more of what you’re earning- I can show you how…
01
You Don’t Know What To Ask
You’re a seasoned six-or-seven-figure business owner. You know how to make money, and you know how to run your business. But when it comes to tax strategy and building wealth outside your business, you’re not getting the support you need and aren’t sure where to start. Or who to ask. You know it’s costing you money, but most of the time, you don’t have time to figure it out on your own
02
You’re Not Getting Answers
More than a few times, things have happened that have pushed you to prioritize solving some of your money challenges. You’ve reached out to your accountant, (or your bookkeeper, your investment manager, or even your contact at the bank you trust) to talk about how to take advantage of the opportunities you hear are available to you as a business owner… and somehow you end up in the same financial position AND feeling like an idiot. Instead of “that increases the risk of an audit” how about some explanation of the likelihood, what it really means, and some other options you can actually take advantage of that don’t have the same risk? Is that too much to ask? So you’re here. But now what? Spend time and money finding another professional who may or may not finally give you the help you need? Doesn’t seem worth it. And so it goes…
03
You’re Not Getting Results
You’re paying people to be on your financial team. To do your bookkeeping, file your taxes, help with insurance and investing, give legal advice, etc. Despite making changes to some members of that team over the years and doing your research and due diligence in hiring them, you never quite have the confidence that they’re really helping you to maximize the revenue you’re bringing in. You can’t have that confidence because there’s a knowledge gap and you don’t know how to fill it. You know the truth, the best results come from making good decisions. Decisions about who to delegate to and how. About what opportunities exist and both sides of the risk equation. You can’t make great decisions without full information, and you know in the financial realm you don’t have it. To be clear, you don’t want ALLLL the information- you just want enough to be able to make great decisions about your strategy and team so you an delegate properly without spending $23872897
The Program Details
self-paced trainings paired with live support
You want results. To strategically bring home more CEO compensation so you have more money to spend, save, give, and invest NOW without needing to sell more. You know your growth is inevitable, it’s not about that. If you can figure this out now, and implement it with your team, you know you can get even more from the next revenue jump. But you need flexibility + live support. A blend of both. That’s why Profit 2 Wealth is a hybrid. The curriculum is taught in easily digestible modules, in multiple formats (audio, video, and text) that you can easily fit into your schedule. Then there are three live components. You get a one-on-one “Financial Triage Call” with Nicky at the outset of the program so you can get her eyes on your money and she can help you accelerate your program results, live weekly coaching calls where you can hop on Zoom if/when you need to get your specific questions answered, and the ability to ask Nicky + your peers anything, anytime via message, audio, or video on our community platform. There is an insane amount of support in this program so that you can get the answers you need for YOUR situation.
From Past Students
the success stories
Rachel C
Before I joined Profit 2 Wealth, despite running a revenue-generating consulting business and having a well-funded retirement savings, I didn’t have a plan.
Thanks to Nicky and joining Profit 2 Wealth, I feel more confident and relieved about my finances.
Nicky and her team are available every step of the way; all of the on-demand resources, and multiple avenues for 1-on-1 and group coaching and support were perfect for a busy professional like me who needs flexibility and personal support.
I highly recommend P2W to anyone looking to turbocharge your finances so you can focus on what matters in your personal and professional life.
Elizabeth M
I have been working as a solo entrepreneur for fourteen years, and I feel so fortunate to have discovered Profit 2 Wealth.
With Nicole’s thoughtful, creative, and compassionate guidance, I was able to begin to build and implement systems for my business that helped me move successfully out of the downturn of the pandemic into a successful present.
At each step of the process, Nicole was there to listen, inspire, and offer concrete and creative problem solving advice. I feel supported by a community of fellow entrepreneurs, each of whom is in a different stage of their business, and all of whom want everyone else to succeed.
For me, anxiety around money can get in the way of the kinds of executive functioning needed for a well run business. I found P2W to be a system that taught me the skills I needed to be a more successful entrepreneur, and the individual attention and creative problem solving Nicole gives each student is priceless.
I am so glad I decided to join P2W!
Michele W
Nicky is more than a financial planner. She is a coach, your biggest supporter, and a generous life strategist.
Before working with Nicky I was struggling with how to take control of my finances both as a business owner and an individual. I’ve had lifelong struggles with money and a challenging relationship with money management. And I didn’t want some old white dude telling me to “save, save, save” for retirement. I needed someone who could think outside the box.
I tried “doing a budget” on my own and cutting expenses, but I was never very good at sticking to a budget or understanding how to build wealth for my business and me.
I felt so defeated and disempowered, and I dreaded having to look at my finances.
Today I, actually get excited to look at my finances! I feel more empowered and capable of being the CEO of my business and my life.
I would recommend working with Nicky to anyone who feels disempowered, confused, and scared by their finances!
Meet THE Program CREATOR + Leader
hey again, it’s nicky
I’m a CERTIFIED FINANCIAL PLANNER™, Author, and Entrepreneur.
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 financial and tax expertise to my business and exactly what to ask and tell my CPA and financial team to maximize my personal profit 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, Dean (3) and Enzo (7 months)), 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.
I’m on a mission to help thousands of entrepreneurs squeeze more out of their business revenue by getting their money to work smarter AND harder for them for maximum results (and maybe even more husbands retired 
).
What’s Included
6 months of live, coaching, instruction,and support from a certified financial planner™ (and fellow entrepreneur of 13+ years)
Course Materials and resources focused on giving you only what you need as quickly as possible
Connect with a Community of Fellow Students who are also committed to increasing their personal profits- fast
Step 1: Maximize Profit
Yes, the typical way to increase your profits is to make more, spend less, or a bit of both.
What you learn in the Profit module goes beyond the basics and into the tax and financial strategies you can layer on top (or if you want, use instead!).
You’ll learn about what strategies exist, which ones are available to you and make the most sense to implement based on your cashflow, financial needs, and personal goals, and will have support in leveraging these in order to maximize your personal profit (aka take home more money from your business)
WE Tackle:
- Assessing your current compensation
- Understanding your taxes (so you can pay less of them)
- Exploiting existing inefficiencies (aka recouping the money slipping through the cracks)
- Designing your new CEO compensation package
- Making your new comp plan easy to implement
- The evolution of your comp plan (how to scale it as you scale your business)
Step 2 - Passive Wealth
If you want to build real wealth, investing is mandatory- not optional.
As an entrepreneur, there are many different ways to grow your money, but understanding the unique tax benefits available to investors and investing accordingly with an aligned strategy is the ONLY way to keep more of the profits you decide to invest
There many different tax systems and earned income (like the salary and profits you generate in your business or the rental income you collect from your investment properties) gets taxed at the highest rates- the more you earn the more the next dollar gets taxed.
By understanding your opportunities and intentionally planning your investment strategy through the lens of minimizing risk AND taxes, you can get your hard earned profits into a different tax system (hello, long term capital gains rates!) or out of the tax system altogether.
In Profit 2 Wealth, we’re all about diversifying your investments to both reduce risk + minimize taxes so that you aren’t leaving your net worth or legacy up to chance and can keep more of what you’re building so you have more to spend, more to save, and more to give.
WE Tackle:
- Assessing and optimizing your current balance sheet
- Understanding compound interest (so you can use it to your advantage)
- Exploiting tax opportunities + growth opportunities
- Designing your new personal balance sheet
- Making your passive wealth building easy to implement
- The evolution of your wealth building (how to scale as you max out your plans)
ready to enroll?
My most successful Profit 2 Wealth clients spend about 1-2 hours per week working the program, which means their Profit and Wealth systems are set up within 3 months
The Profit 2 Wealth Blueprint trainings are broken up into two parts.
The Profit modules, which show you step by step exactly how to set up your personal profit maximization strategy, are 4 hours of content. The longest training video is 40 minutes, but all of the rest range from 15-25 minutes.
The Wealth modules, which show you step by step exactly what you need to know about building passive wealth and how to set up your values-aligned investment strategy, are 3 hours of content. Some of these training videos are as short as 5-10 minutes but most range from 15 minutes to 25 minutes.
Every video has cliffs notes,, outlined homework, and a companion transcript to make it as easy as possible for you to consume and implement the content.
When you enroll in Profit 2 Wealth, you get immediate access to the Profit 2 Wealth Blueprint trainings. The first 90 minutes of those trainings are intentionally designed to add thousands of dollars back into your pocket
The program is 100% self-paced so you can choose to invest more time at the outset to see results (and a return on your investment) fast or you can take it slow.
Either way, Profit is the first system in the program because these trainings leverage immediate tax reduction opportunities, directly increasing the amount of personal compensation available for you to take home from your business, and equipping you with the tools to implement these strategies more efficiently with your financial team immediately and for years to come..
As a member of Profit 2 Wealth you also get a one-on-one “Financial Triage Call” with Nicky. You’ll be asked to do about 20 minutes of prep work to maximize your benefit from the call, and to find a time on Nicky’s calendar that works for you for the 45 Minute Call. Nicky will look at your finances and help you identify immediate opportunities for increasing your profits and net worth.
The short answer is No.
The optimal tax and financial strategy for your business and personal life requires collaboration.
Yes, you can hire someone to reconcile your quickbooks, file your tax return, and manage your investments, but even the best financial team is only as good as your ability to communicate and coordinate the shared vision and strategy.
You can’t do this effectively without having a more than basic knowledge of financial and tax literacy because there isn’t one right answer. A decision to pay as little taxes this year as possible might have an impact on your personal take home, your taxes next year, your ability to buy a house or finance other assets, or all of the above. A decision to pay more in taxes than necessary this year might mean less taxes paid overall over the next 5 years, the ability to better control your future tax bracket, more personal take home this year, or all of the above. But there are hundreds of choices in between- it’s not all or nothing.
Life as a business owner is dynamic. Things change for the good and the bad in your business and personal life FAST. Money touches almost everything, and I can guarantee your team isn’t made up of mind readers.
So that’s what we do in Profit 2 Wealth, I fast-track your relevant knowledge and add in customized support so that as life happens you can effectively collaborate with your team on strategy and delegate the rest.
Get in Touch
have more questions?
You can find me on Instagram @peterkinfinancial and send me a DM or a voice memo there if you have lingering questions about Profit 2 Wealth. Or, if you prefer to email me- press the contact button below and send me a note- I read and reply to every single one.