Tools

Put numbers and checklists behind the feeling that something is off.

If you suspect your advisor is expensive, generic, or disconnected from your business, these tools help you name the gap before you make a move.

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Calculator

Advisor Fee Calculator

Estimate your annual fee in dollars and compare it to the planning you receive.

Calculator

1% AUM Cost Calculator

See the long-term drag of percentage-based advisor pricing.

Checklist

Advisor Red Flag Checklist

Score how well your advisor understands your business-owner life.

Checklist

Tax Strategy Gap Checklist

Check whether your CPA and advisor are leaving planning gaps between them.

Peterkin Financial

Nicky Morong, CFP®, CLU®

Nicky helps business owners turn high income into actual clarity: tax-aware planning, cash-flow decisions, family priorities, and a financial strategy that is bigger than a portfolio review.

About Nicky Create Your Financial Snapshot Take the Scorecard

Also by Nicky

If You Love Your Family, Save Like It

A values-first money philosophy for people who want their financial decisions to support the life they actually want.