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®

Professional Speaker, Wealth Management Founder, Generosity Consultant, Impactmaker

Generosity is a mindset, not an event.

- Bob DePasquale

Thriving organizations implement cultures of generosity that attract the best talent and the most loyal customers.  It's good business!

High-generosity people are 23% more likely to be satisfied with their lives overall!

*The Accent, 2019

Being generous makes everyone’s life better.  It doesn’t matter if you are the giver, the receiver, or just an on-looker.   

Bob learned this lesson at a very young age.  In fact, if it wasn’t for some generous acts, Bob likely wouldn’t be here today.  He has dedicated his life to empowering mission-driven organizations to build cultures of generosity that are made up of fulfilled employees and satisfied customers.

The Generosity Guy has worked professionally and in volunteer roles for 23 years, in three different countries, and in 17 states.

When Bob was given a cancer diagnosis and experienced the tragic events of 9/11 in New York City,  he thought not only his life over, but everyone else’s too.  He went from feeling like an invincible 18-year-old to an unworthy victim of life.  

What happened in the months and years following was truly miraculous - or was it generous?  The acts of generosity he experienced saved his life.  

Bob’s story is unique but his perspective resonates with anyone who wants to enjoy the work they do, give to others, and make a positive impact in the world.

Bob DePasquale, CFP®CAP® "The Generosity Guy" 😃

You think teamwork is something you learn at a company event but it's a lot harder than that.

The good news is you don't have to organize a special training to teach people.


🏐𝗩𝗼𝗹𝗹𝗲𝘆𝗯𝗮𝗹𝗹 𝘃𝘀. 𝗙𝗼𝗼𝘁𝘃𝗼𝗹𝗹𝗲𝘆 

Most people have enough trouble volleying a ball over a net with their hands...let alone their feet.

It's amazing how organized these guys are.

How do you think they got this good?


𝗧𝗮𝗹𝗲𝗻𝘁𝗲𝗱 𝗯𝘂𝘁 𝗮 𝗧𝗲𝗮𝗺

6 Things I noticed about these teams have/do...
and 6 ways to help your team...

1️⃣𝘈𝘸𝘢𝘳𝘦𝘯𝘦𝘴𝘴
Notice who has the ball right now and where the next play needs to go.

2️⃣𝘛𝘳𝘶𝘴𝘵
Believe your teammates will make a real effort and let go of the need to control every touch.

3️⃣𝘚𝘦𝘵 𝘦𝘢𝘤𝘩 𝘰𝘵𝘩𝘦𝘳 𝘶𝘱
Pass information opportunities and credit in ways that make the next person’s job easier.

4️⃣𝘙𝘪𝘴𝘬
Speak up with ideas, try new approaches, and accept that a few plays will miss.

5️⃣𝘎𝘳𝘦𝘢𝘵 𝘦𝘧𝘧𝘰𝘳𝘵
Move toward problems not away from them and bring real energy instead of just showing up.

6️⃣𝘊𝘰𝘮𝘮𝘶𝘯𝘪𝘤𝘢𝘵𝘪𝘰𝘯
Call out what you see, ask for the ball, and keep everyone aligned on the next move.

You can always improve your teamwork just by doing the work. It's not a secret process.


𝗧𝗵𝗲 𝗯𝗲𝘀𝘁 𝗽𝗿𝗮𝗰𝘁𝗶𝗰𝗲 𝗶𝘀 𝘁𝗵𝗲 𝗴𝗮𝗺𝗲. 𝗥𝗶𝗴𝗵𝘁?





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📩 Comment “generous” and I will send you an invite to my free 7 lesson Feeling Generous email course.
♻️ Share this with someone who thinks entrepreneurship automatically means time freedom.
🔔 Follow Bob DePasquale, CFP®CAP® for more on generous intentional work and life.
🎥from @𝘥𝘦𝘸𝘢_𝘵𝘢𝘬𝘳𝘢𝘸_𝘤𝘩_46 on IG

Bob DePasquale, CFP®CAP®

Keynote Speaker | Helping growth-oriented organizations attract top talent and the most loyal customers

Most people blame screen time for “brain rot” but that's a bad assumption. Consider this..

It’s not how much time you spend online.
It’s what that time does to your mind.

𝘏𝘦𝘳𝘦’𝘴 𝘩𝘰𝘸 𝘵𝘰 𝘵𝘶𝘳𝘯 𝘴𝘤𝘳𝘰𝘭𝘭 𝘵𝘪𝘮𝘦 𝘪𝘯𝘵𝘰 𝘴𝘢𝘯𝘦 𝘵𝘪𝘮𝘦:

If your feed is full of outrage, comparison, and complaints...

...it’s not just stealing your focus-it’s shaping your identity.

That endless scroll subtly teaches your brain what to care about.

Before long, you’re chasing dopamine hits from opinions, not purpose.

𝗛𝗲𝗿𝗲’𝘀 𝗵𝗼𝘄 𝘁𝗼 𝗰𝗹𝗲𝗮𝗻 𝘂𝗽 𝘆𝗼𝘂𝗿 𝗳𝗲𝗲𝗱:
(and your mental space)

🧠 Curate your follows like your diet. Limit junk, add nutrients.

🧩 Choose creators who make you think, not react.

👥 Engage with content that fosters generosity and connection.

📘 Replace complaint posts with learning and inspiration.

🎯 Remember your inputs define your perspective.


𝗪𝗼𝗿𝗸 𝗖𝘂𝗹𝘁𝘂𝗿𝗲

Encourage your team to curate intentionally, not passively scroll.

Teach them how algorithms work and how to shift them toward learning and purpose.

This one change can make people more joyful, more productive, and more connected online and offline.



📩 𝗗𝗠 𝗺𝗲 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗙𝗲𝗲𝗹𝗶𝗻𝗴 𝗚𝗲𝗻𝗲𝗿𝗼𝘂𝘀 𝗲𝗺𝗮𝗶𝗹 𝗰𝗼𝘂𝗿𝘀𝗲.

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♻️ Share this to help others detox their digital environments.
🔔 Follow Bob DePasquale, for more on generous, human-centered leadership and culture.

People are tough to motivate now. The old ways are a waste of time.

If you want people to get things done, you have to change your systems.


𝗬𝗼𝘂 𝗱𝗼𝗻'𝘁 𝗻𝗲𝗲𝗱 𝗺𝗼𝗿𝗲 𝘂𝗿𝗴𝗲𝗻𝗰𝘆.

What truly matters 𝘮𝘶𝘴𝘵 stand out.

𝘔𝘰𝘴𝘵 𝘱𝘦𝘰𝘱𝘭𝘦 𝘢𝘳𝘦 𝘥𝘳𝘰𝘸𝘯𝘪𝘯𝘨 𝘪𝘯:

➡ ASAP
➡ got a sec
➡ quick question

You wonder why nothing feels important enough.


𝗛𝗲𝗿𝗲 𝗶𝘀 𝘁𝗵𝗲 𝗰𝗼𝘂𝗻𝘁𝗲𝗿𝗶𝗻𝘁𝘂𝗶𝘁𝗶𝘃𝗲 𝘀𝗵𝗶𝗳𝘁:

The goal is not to make everything move faster.

It is to make fewer things feel urgent so that real priorities get your best energy.

𝘞𝘩𝘦𝘯 𝘦𝘷𝘦𝘳𝘺𝘵𝘩𝘪𝘯𝘨 𝘪𝘴 𝘶𝘳𝘨𝘦𝘯𝘵,
𝘕𝘰𝘵𝘩𝘪𝘯𝘨 𝘪𝘴.


𝗜 𝗰𝗮𝗹𝗹 𝗶𝘁 𝘂𝗿𝗴𝗲𝗻𝗰𝘆 𝗶𝗻𝗳𝗹𝗮𝘁𝗶𝗼𝗻.

It kills:

Focus 🎯
Quality ✅
Calm confidence ☺️

😔And eventually, your joy at work 


𝗔 𝗵𝗲𝗮𝗹𝘁𝗵𝗶𝗲𝗿 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵:

Set clear norms so only a small slice of communication gets the “urgent” label.

Everything else moves at a sane, sustainable pace.

𝘞𝘩𝘦𝘯 𝘴𝘰𝘮𝘦𝘵𝘩𝘪𝘯𝘨 𝘵𝘳𝘶𝘭𝘺 𝘶𝘳𝘨𝘦𝘯𝘵 𝘩𝘢𝘱𝘱𝘦𝘯𝘴:

People pay attention 👀
Respond quickly ⚡
And handle it with care 🤝

Start by shrinking the number of things that pretend to be urgent if you want more fruitful days.


📧DM for a link to my free 𝗙𝗲𝗲𝗹𝗶𝗻𝗴 𝗚𝗲𝗻𝗲𝗿𝗼𝘂𝘀 email course if you want help making your work more joyful.


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♻️ Share with your network.
🔔 Follow Bob DePasquale, CFP®CAP® for more.

"Brain breaks" are a waste of time.

𝘐 𝘩𝘢𝘷𝘦 𝘢 𝘣𝘦𝘵𝘵𝘦𝘳 𝘪𝘥𝘦𝘢:

If you feel like your breaks don't help you reset, you might not be resting the way your brain actually needs.

You don't need more breaks. Just better ones.


𝗪𝗵𝘆 𝘁𝗵𝗲 𝗪𝗿𝗼𝗻𝗴 𝗕𝗿𝗲𝗮𝗸𝘀 𝗠𝗮𝗸𝗲 𝗧𝗵𝗶𝗻𝗴𝘀 𝗪𝗼𝗿𝘀𝗲

Distracted scrolling breaks chip away at your focus and emotional regulation.

You bounce from hard work straight into overstimulation.

𝘞𝘰𝘯𝘥𝘦𝘳 𝘸𝘩𝘺 𝘺𝘰𝘶 𝘴𝘵𝘪𝘭𝘭 𝘧𝘦𝘦𝘭 𝘧𝘳𝘪𝘦𝘥 𝘸𝘩𝘦𝘯 𝘺𝘰𝘶 𝘤𝘰𝘮𝘦 𝘣𝘢𝘤𝘬?


𝗔 𝗴𝗼𝗼𝗱 𝗯𝗿𝗲𝗮𝗸 𝗴𝗶𝘃𝗲𝘀 𝘆𝗼𝘂𝗿 𝗺𝗶𝗻𝗱 𝗮 𝗰𝗵𝗮𝗻𝗰𝗲 𝘁𝗼 𝗿𝗲𝘀𝘁 𝗻𝗼𝘁 𝗿𝗮𝗰𝗲.

You want to step out of the task without blasting your brain with more noise.

What better breaks can look like:

➡️Short walks
➡️Light stretching
➡️Getting some fresh air
➡️Simple breathing exercises
➡️Brief conversations with teammates


𝗔𝗻 𝗜𝗱𝗲𝗮 𝗳𝗼𝗿 𝗧𝗲𝗮𝗺𝘀

Pause a virtual meeting for 5 minutes just to breathe together and reset before continuing.

That kind of break calms your system and offers clarity.

The goal is not taking 10 minutes go scroll your phone as a reward for grinding.


𝗔𝗻 𝗜𝗱𝗲𝗮 𝗳𝗼𝗿 𝗮𝗻 𝗜𝗻𝗱𝗶𝘃𝗶𝗱𝘂𝗮𝗹

Step away from your desk and think of one thing you are thankful for.

This is not an escape but a healthy pleasure.


𝗗𝗼 𝘆𝗼𝘂 𝘁𝗮𝗸𝗲 𝘁𝗵𝗲𝘀𝗲 𝘁𝘆𝗽𝗲𝘀 𝗼𝗳 𝗯𝗿𝗲𝗮𝗸𝘀?




📩 Comment “generous” and I will send you an invite to the free 7 lesson Feeling Generous email course.

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♻️ Share this with someone who is always exhausted even though they keep taking breaks.
🔔 Follow Bob DePasquale, CFP®CAP® for more on generous intentional work and life.

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Nic Nielsen, CFP®

Bob DePasquale, CFP®CAP® "The Generosity Guy" 😃

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The Battle

Nic Nielsen, CFP®

Bob DePasquale, CFP®CAP® "The Generosity Guy" 😃

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Bob DePasquale, CFP®CAP® "The Generosity Guy" 😃's LinkedIn Performance

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Performance ScoreBob DePasquale, CFP®CAP® "The Generosity Guy" 😃's LinkedIn Performance