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®

Andy Krafft, CPA, CFP®

Tax Senior - Private Client Services

Luminary CPA

Owner

Luminary Wealth

Financial Planner

Audit Senior - Wealth & Asset Management

Audit Associate - Wealth & Asset Management

Amway

Financial Planning & Analysis Intern

Ernst & Young

Audit Intern

Goldman Sachs

Financial Analyst Intern

Many of the people I work with are 5–10 years from a major transition.

Some are business owners preparing for an eventual exit. Others are high earners who’ve spent the last decade grinding and are ready to shift their focus toward family, freedom, or more meaningful work.
 
They’re not looking to retire in the traditional sense.
They’re looking to regain control of their time.
 
That kind of freedom doesn’t happen by accident. It takes structure, strategy, and intentionality, especially when your income is high and the stakes are even higher.
 
I help clients build a life where work is done on their terms, not out of necessity. 

That means high-touch financial planning, sound investment decisions, and proactive tax strategy, all designed around what actually matters to them.
 
Because financial freedom isn’t the finish line. It’s just the point where you stop chasing and start choosing.

taplio

The Battle

Nic Nielsen, CFP®

Andy Krafft, CPA, CFP®

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