Know My Plan

Helping clients maintain, build, & transfer their wealth to their loved ones or charities. Financial planning doesn't have to be overly complicated. You don't have to do it alone. I enjoy working with clients who want to build a financial plan together thru a deep understanding of your goals both while working, in retirement, and beyond.

All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.

CERTIFIED FINANCIAL PLANNER™

SunTrust Investment Services, Inc.

VP, Financial Advisor

Financial Advisor

Licensed Financial Sales Consultant 2

I’m a Financial Planner that helps Sales Executives reduce financial anxiety with a 1-Page Plan.

Phone:  704-243-9376 | Email:  nic@knowmyplan.com | Website:  www.knowmyplan.com

I design financial plans for busy executives and their families.

Feel confident about your money with a complete overview of your financial situation

Reduce overwhelm by understanding exactly where you’re at in your journey

Reduce financial anxiety with a high-level plan for the future

You also want to reduce stress, save time, pursue your goals!

As a high earner, you deserve a customized plan to meet you and your family.  No more rules of thumb.  Your goals determine your financial plan, and your financial plan will determine your goals.

The financial plan is your life adventure map.  The plan will need to be monitored and adjusted over time.  That is why we love financial planning.  The process requires relationships built over years!

Securities offered through LPL Financial, Member FINRA/SIPC.  For links to FINRA/SIPC, refer to the Contact Information section above. Advisory Services offered through Independent Advisor Alliance a registered investment advisor and separate entity from LPL Financial. 


Know My Plan is an other business name of Independent Advisor Alliance, LLC.  All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.  Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Nic Nielsen, CFP®

Loan Pronto

www.adamcolemanmortgage.com

I am currently licensed in AZ, CA, CO, DC, FL, GA, IL, MD, MI, NC, NJ, OR, PA, SC, TN, TX, VA, WA.

Branch Manager/Senior Mortgage Planner/Certified Divorce Lending Professional, NMLS#181698

Nectarine

Hourly financial/investment advice from fiduciary financial advisors.  We don't manage your money, sell products, or earn commissions.  Pay for just the advice whenever you need help or a 2nd set of eyes.

Financial Planner

Wyndham Capital Mortgage

https://www.adamcolemanmortgage.com

Awards:
Wyndham Capital President's Club - 2021, 2020, 2019, 2017, 2016, 2015, 2014, 2013, 2012, 2011, 2010
Lending Tree President's Club - 2012-present
Lending Tree Gold Leaf Certified Mortgage Banker - 2012-present

Wyndham Capital is a Charlotte based Direct Mortgage Bank licensed in nearly all 50 states with access to some of the lowest rates and fees out there. We are one of Lending Tree's longest standing and best reviewed lenders on their network. We are one of just a handful of Gold Leaf Certified lenders and we have access to Conventional, FHA, and VA loans for both purchases and refinances.

Certified Mortgage Planner/Certified Divorce Lending Professional

Commercial Defeasance

Defeasance Consultant - Deal Manager

Wells Fargo

Personal Banker

Certified Mortgage Planner at Wyndham Capital Mortgage NMLS#181698

Through my role as a Senior Mortgage Planner and Certified Divorce Lending Professional, I take a holistic approach with my clients making sure their mortgage works in tandem with their other short and long term financial goals.

I am currently forming partnerships across the country with Financial Planners, Divorce Attorneys, and Realtors to establish a network of experts to meet all financial goals of a particular client.

I am also certified to teach Continuing Education courses to CFP®s, CPAs, and Divorce Attorneys through my affiliation with the Divorce Lending Association.

I'm licensed in AZ, CA, CO, DC, FL, GA, IL, MD, MI, NC, NJ, OR, PA, SC, TN, TX, VA, WA

In addition to the work I do as a mortgage planner/broker, I am also a Financial Planner/Investment Advisor with Nectarine.  I specialize in hourly financial planning without managing your money, selling products, or earning commissions.  You simply pay for the advice whether you need a quick portfolio review, budgeting help, debt management, questions about retirement plan rollovers, real estate, college savings, and just about anything else you can think of we can cram into each hourly session.

taplio

The Battle

Nic Nielsen, CFP®

Adam Coleman, CMPS®

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