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®

Northwestern Mutual

Helping you live life intentionally and using tools that allow you to pay less tax, protect your family, and be confident in your future.

Philly Frassati

Providing adventures and parties that draw young adults  closer to God. Support us on Patreon: https://www.patreon.com/phillyfrassati?

Co-Founder

Cristo Rey Consulting

Helping small catholic non-profits succeed with the resources they have

Founder, Non-profit consultant

Ziegs Landscaping

Generated annualized returns of $240k
Sold

Co-Owner, Manager

Christian Family’s Financial Guide 🙏 Read my bio and see how… Be Radically Intentional 👊 Accepting new clients: generous families/businesses

🔷When I gave my life to Christ everything changed. 🔷

I knew my life needed to be oriented towards Him.

Not just on Sundays-everyday and in each area of my life. 

Including finances, family, work… everything.

Now, I help families realign their finances. 
Making heaven and impact the goal. Not just wealth.

🔹 Why families hire me? 🔹 

- They want peace of mind with their money 
- They want someone w shared values and goals
- They want to leave a lasting legacy more than money
- They want an answer tailored to them, not from Google 
- They built up a financial junk drawer and need a plan
- They want a clear plan that's easy to understand 
- They want someone to hold them accountable 
- They want someone they can trust

🔹 How we help 🔹 

I help Christian families define their family vision, organize their financial junk drawer, and realign their resources towards their mission through:  

💵 Cash Flow Management  
👼 Planned giving strategy 
🏡 Real Estate Planning 
📊 Investment Planning 
📍 Retirement Planning 
🛡 Insurance Planning 
📚 Education Planning 
🙏Legacy Planning
📃 Estate Planning
💲 Tax efficiency

🔹 What meeting is like 🔹

Financial planning shouldn’t feel like an interrogation. 
It should feel like a family dinner. 

 A place where:
 
- We learn 
- We get to the heart 
- We have open dialogue 
- We act with confidence and accountability


If you're a Christian family 👨‍👩‍👧‍👦 looking to realign your finances send me a message.

Your family is too important to wait.

I'm here when you're ready.
But until then, you're in my prayers.

God Bless you,

Jack 🙏

Jack Ziegler III

“I thought it was impossible to live a life like this” - my beautiful wife
We’re told we can’t have it both ways.
 
That it’s IMPOSSIBLE to:
 
Be wealthy and spend abundant time w/ family
Start a family young and be financially secure
Serve Christ and provide well for my family
Run a business during cancer treatment
Stay humble while in financial services
Build a non-profit and work full time
Eat healthy and live on a budget
Tithe and save aggressively
 
I refuse to believe that.
 
I don’t want to:
 
Sacrifice my family in pursuit of a career
Let greed turn me into someone I’m not
Choose between providing and serving
Wait to give until I’ve saved “enough”
Delay family in the name of security
Kill my health to crush my goals
Ignore my mission to get a title
Quit because I got cancer
 
The ENEMY will always tell you that YOU CAN’T.
 
JESUS will always ask you to trust Him and watch how HE ALONE CAN.
 
I’m choosing to trust HIM.
 
So far all the above is being accomplished in HIS name and for HIS glory.
 
Whose with me?
 
God bless you,
 
Jack 🙏
 
To see how we do it… comment YES HE CAN! I’ll send you a message so we can meet.

Jack Ziegler III, CFP®

Christian Families CFP® Accomplish Radically Intentional Goals Generous families 35-55 See my Featured Section for Resources 👇 Read my bio to see if we're a fit.

Generational wealth does NOT have to cost Millions of dollars. 

It DOES have to be radically intentional.

Christian Families CFP® Accomplish Radically Intentional Goals Generous families 35-55 See my Featured Section for Resources 👇 Read my bio to see if we’re a fit.

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I’m tired of chasing things of this world while slowly losing sight of heaven. 

It happens subtly and in the name of; 

Providing for my family. 
Or striving for excellence. 
Or growing my career/ business. 

We accidentally, slowly, subtly pursue:

- Wealth
- Higher income
- Praise from peers

Meanwhile the REAL things:

- Closeness to Jesus
- Dating my wife
- Being present w/ our kids 
- Serving our church

All become after thoughts. 

As wealth builds, does our prayer grow with it?

As I chase the next deal, do I pursue my wife?

I don’t think traditional financial advice helps in the matter. 

Financial services industry is built as if building wealth is the end goal. 

Chase the number at all costs! 
NO! That is not the point of life. 
I can’t do that. 

My faith matters more than my bank account.

My wife matters more than the next deal.
My kids childhood matters more than an early retirement. 

What if we chased after heaven with the same tenacity?

That’s what I want. 
And I want that for the families we work with. 

Praying for you in your pursuit of heaven!

Jack 🙏

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When did it become radical to believe:
 
1. Jesus Christ is Lord
2. Work is a good thing
3. Wealth isn’t the end goal
4. Simple life is a good life
5. Children are a gift not a liability
 
 
We live in a world that is often:
 
1. Attacking Christ
2. Avoiding hard work
3. Chasing after wealth
4. Over-Complicating everything
5. Anti- children and big families
 
 
It’s swimming against the tide to live these values out.
 
Growing up as the oldest of 6 boys the 3 most common questions we got were…
 
- Same parents?
- How did they afford that?
- Do you all like each other?
 
Complete strangers asking questions like this.
 
Baffled at how a big family could be a happy one.
 
When we keep the top list of values and build our life around it… you are building generations of impact and purpose.
 
It’s a recipe for a happy life.

God Bless you,

Jack 🙏

P.S. grew up in one of these families, and married into one of these families.

To say we’re blessed is the understatement of the century.

Our first house search stopped suddenly when I was diagnosed with cancer just before our wedding. 

At the time it was hard to think past the hour that was in front of me. 
Let alone dream for the future. 

God did the dreaming for us. I remember driving home like a ghost after the diagnosis when "Be thou my vision" played in the car. 

That song became my anthem and regular prayer of ours. 

Now cancer free, John Paul born, Joseph here, a thriving business and a beautiful home. 

I don't know how or why God has been so good to me. 

Feeling grateful beyond belief and hopeful for all God has in store for us to come.

I talk a lot abut how difficult the 'American dream' seems these days...
But it is within reach with a radically intentional plan.

When I was in high school, I had a landscaping company with my brother that we grew to 12 people and $150k revenue in the summer months. 

For teenagers... that was a lot.

I remember a distinct moment that God tugged my heart to be generous.

I was diving deeper into my faith and
Realized money wouldn't make me happy.

First I gave from what was left over.

Then I decided to make it systematic from income.

Felt scary at first but God always made it work.

I noticed something.
When I gave, my situation didn't get 'worse'
Like I feared but rather I grew more.

I continued to challenge myself and set a goal
to one day give 50% of my income away.

Now we're working towards that.

When we set business goals for the yr,
I'm aiming for increasing giving substantially.
That sets the new bar, for what we do.

It didnt happen over night but God has been
working on my heart since I was 14 and started
that landscaping company.

Stage 1: Give from excess
Stage 2: Give from income
Stage 3: Give from savings
Stage 4: Give from sacrifice

Each stage teaches something new.

Giving isn't about tax deductions.
Giving is about Heart transformation.

(Get the deductions too though)

The more we give, The more we grow.
Your next step in giving? It might be today.

I hope this gives you some confidence to give.
God is never outdone in generosity!

God bless you,

Jack 🙏

P.S. When you increase your giving, message me, I'll help with the tax side.

He has $1.5M with a “wealth advisor.”
Pays 1% annually ($15k/year).
Advisor calls once a year to review performance.

No tax planning.
No Roth conversions.
No QCD strategy.
No coordination with his CPA.

Just “your portfolio is up 8% this year.”
Meanwhile his friend switched advisors.

In one meeting we saw:

•	$80k Roth conversion opportunity 
(saved $22k in future taxes)

•	QCD strategy for $30k donations 
(will save $13k in taxes per yr)

•	Backdoor Roth for him and his wife
(tens of thousands in future tax free growth)


First meeting, future tax savings in the 100k+ range

The math: Old advisor fee $15k, zero tax strategy = $15k cost.

New advisor fee $12k, saved $100k+ in taxes = getting paid to have an advisor.

You’re not paying for portfolio performance.
You’re paying for someone to think proactively about your entire financial life.

May sound obvious but needs to be said…

If your advisor isn’t providing more than their fee in value, fire them.

Life hacks for ambitious Christian professionals:

1. Weekly family meeting with spouse
- Budget (on track/ off track), calendar
- Priorities for the week
- what are you grateful for/ felt most loved?
- What are you struggling w/ felt unloved
- How can I support/ love you better this wk? 

2. Writing a mission statement
3. Writing your own obituary
4. Hire a coach ASAP
5. Automate investing, manually do spending
6. Pay with time or money. Money is cheaper.
7. Family doesn’t end at 18. That’s a lie.
8. 5 mins of daily silent prayer will change your life.
9. The purpose of work is to build character.
10. Traditions often have hidden wisdom.

What would you add?

I spent $22,289 on coaching this yr. 
Our revenue will grow by at least $180K because of it.

+800% return.

I know the stock markets up 20% this year.

But investing in my business will almost always have a higher rate of return.

The RIGHT coaching and investments in yourself pay the highest dividends.

Because it teaches me how to deliver MASSIVE value to every family who works with us.

Heard that for a while. 
But didn’t get it. 

This stuff literally works wonders. 
I get it now.

_________

Finishing the yr I’m shifting my focus.

Time to apply this to my faith, marriage, family.

Because I don’t wanna succeed in business,
But fail in my home.

I don’t wanna chase revenue,
And lose my soul.

I don’t wanna grow my income,
And waste on taxes and unintentional choices.

I wanna give my best to God
I wanna give my best to my wife
I wanna give my best to my kids
I wanna give my best to my clients

And most importantly, I want to surrender it all to Jesus.

Because he’s in control, not me.
And we’re all better off that way!

Wake up 5 am
Exercise
Pray

Spend time w/ my baby boys
Have a great breakfast w/ Emily
Prep for the day

Feel tired but filled up.
Ready to be my best self.
I’m exactly where I’m supposed to be.

…

That’s what I aim for but… sometimes

Wake up at 4:30 am 
(John Paul needs to be held)
Rock him for hours exercise ✅
Pray while he sleeps on my chest ✅

Miss my post for the day.
5 mins late for my first internal meeting.

Feel tired but filled up.
Ready to be my best self.
I’m exactly where I’m supposed to be.

…

Life doesn’t always go as planned.
But Jesus fills all the gaps.

All we have to do is focus on the next right thing.

Apply this to your work, to your family, to your finances.

You got this 👊

God Bless you,

Jack 🙏

Money as an idol is killing people
Christ crushes our idols, if we let him.

3 signs your making an idol out of money

(And how to break free)

1. When you’re worried, you check your accounts to feel better.

2. Your main goals are all about income and net worth.

3. Your ambition eventually leads to obsessing about the money that comes with it.

___________


I know these because admittedly, 
I’ve fallen prey to them.

There’s a way out. 
And it leads to real peace.

__________


1. When worried —> make an act of faith.

For me: “Jesus I trust in you, take care of everything”

2. Realign your goals.  

Not money first —> Familiy mission first. 
Every dollar serves your mission. 
Then Define what’s enough. 

3. Invite Christ to dream with you.

Dreams are good —> aim your ambition at heaven.

His plan is greater than you can imagine.

___________

We can only smash our idols, with the one true God.

Invite him into these places
—> And watch peace washover you.

RECAP - Crush money as an idol:

1. When worried —> make an act of faith
2. Realign your goals to aim at heaven
3. Invite Christ to dream with you

What do you think? Did I miss something?

I hope this is helpful!

God bless you,

Jack 🙏

P.S. you’re not crazy to put your trust in Jesus.

Alright I have to break the silence…

My brother’s LinkedIn seems to have been deleted.

At first I thought “oh great no more back handed comments at me”

But then the older brother in me kicked in and wants justice. 

I would tag him in this post but his profile is actually gone.

Also not sure what me standing up for him would do to his already inflated ego. 

So LinkedIn … what gives? Can we let him back in? 

I’m mad at him too but found a way to forgive. I hope you can as well.

Begrudgingly,

Jack, Matt’s handsomer, more smarter brother.

P.S. this is actually real though so tag LinkedIn to help a brother out.

I grew up with this written in our house.
There is a war for your mind.
Two voices speaking.

Who are you listening to?

I come back to this regularly to remind myself what Jesus’ voice sounds like.

When leading a business and a family,
There are so many decisions to make.

So many directions you can go. 

I find that’s when the devil is the loudest.

1. Rushing instead of convicting
2. Pushing instead of leading
3. Scaring instead of encouraging
4. Confusing instead of enlightening 

In these moments, I need to pause.

And pay attention to Jesus’ voice.

I dont want to lead my family to places I was scared, pushed, rushed or confused to go.

I want to take them to places I was

— Led 
— Convicted
— Encouraged
— Enlightened 

Then I know we’re following Jesus.

It takes daily prayer. 
A team for accountability.
And humility to admit wrong.

Pray for me that I keep that focus.
I’ll be praying for you and your family.
We’re all on a journey to be better.

Surrender all outcomes to God.
And never lose hope.

God bless you,

Jack 🙏

They’re 52 with $1.4M in 401ks
$400k equity in their house.
And feel like they can’t afford anything. 

Total net worth: $1.7M.

Kitchen needs $60k to renovate.
Daughter needs $40k for college next yr.
He’s burnt out, wants to go part-time at 55.

But here’s the advice he got:

$1.4m in 401k = can’t touch w/o penalties.
$400k in house = locked up, can’t access.
Cash: $50k save for emergencies.

He’s a millionaire who can’t afford his life.

So his daughter takes $40k in student loans.
He keeps grinding for 10 yrs.
The kitchen stays broken.


UNTILLLLL
He hires a CFP team 😉


1. Teaches them use home equity for renovations
2. Access IRA’s penalty free for education
3. Build a plan for 72(t) to access IRA’s for early retirement penalty free. 

- Renovations done tomorrow. 
- Daughter’s tuition paid for.
- Retired 7 yrs earlier.

Not all financial planning is created equal.

If you feel asset rich, but cash poor. 
More may be possible than you realize. 
Send me a message.

Stop giving your family the leftovers!
Our lives are often planned backwards.

We spend our money,
and save/ give what’s left

We live our busy life,
and squeeze God in.

We work all day,
and give family the leftover time.

We look for more money,
before we look for more impact.

What if instead we gave God and our family the first fruits?

—> We saved and gave first, 
then spent what’s left

—> We prioritized our family and built/ chose our career to serve our family

—> We set aside time for prayer first thing every morning

—> We put mission before money

I have a feeling we’d have:

- More peace
- More fulfilling work
- More productive time
- More joy filled families

That’s what we’re building. 
And helping other families to build.

Whose with me?

God bless you,

Jack 🙏

$170k income is dangerous. 
There’s little room for being unintentional. 

Financial freedom is in reach, but financial ruin is not far off either. 

The DIFFERNECE btw thoughtful choices and going with the flow is feeling trapped by debt OR becoming free.

Here’s what I mean:

1. Can qualify for $450k mortgage, but can’t actually afford it.

2. Friends are driving teslas and new cars but if you bought them it’d trap you.

3. Can afford a modest vacation, and simple eating out, but can easily go to far.

4. Can save in 401k and ‘feels good’ to see it grow even though it’s not enough. 

5. You can handle emergencies, but one too many and you’re in debt and climbing out. 

…

Can’t believe I’m saying this but…

This was partially inspired by @matthew ziegler ‘s post.

P.s.

(Not sure why I can’t tag him)
He’s still on the LinkedIn naughty list I think.

Jesus didn’t DIE, 
so we could be comfortable. 

He didn’t COME, 
That we might live in luxury.

His body wasn’t SCOURGED, 
so we could be lazy with ours.

He doesn’t GIVE GRACE, 
so we are mediocre.

He didn’t RISE, 
so we could hide away.


You are MADE for GREATNESS!

He came, was scourged, died, rose and gives grace so that WE MIGHT …

- Follow in His footsteps
- Live extraordinary, selfless lives
- Be our best self. Give our best self.
- Share His Good news wherever we go.


The fact that you exist is proof that you are an irreplaceable, unrepeatable, indispensable gift from God to the world.

Become who you are meant to be!
Set the world on fire with His love.
In the way that only you can.

He has a mission for you and your family.
Discover it. Live it. Trust in His grace.

AND…

Be RADICALLY intentional!

God bless you,

Jack 🙏

The devil wants you comfortable…
Sitting in our picket fence prisons w/ granite countertops. 

Comfortable enough to not want to change.
And still leaving us wanting more.

Niceness, the size of our home, the job title, the size of our bank account become our measuring sticks.

Until sacrifice subtly becomes the enemy.
Intentionality, begins to feel like a threat.

So we design our life, unintentionally, to stay comfortable and get more comfortable.

Until we’re fighting for comfort at the expense of what matters most.

- Prayer and church become an obstacle.
- Family becomes an excuse to work more.
- Money becomes our source of security.
- Spouse used for pleasure and ‘hired help’.

None of it happens overnight. 
Just subtly over time. 

Staying on default. Not noticing the change.

But fear not. 
Jesus fights for you.
He takes on all the world’s discomfort.
And shows us the path to true life. 
To real joy. To fulfillment.

The antidotes to these tricks:

- Prayer
- Gratitude
- Hard work
- Intentionality
- Accountability

Let’s fight with Christ. 
Not to be comfortable. 
To be selfless.
To be great.

P.S. We incorporate all the above in our planning process. 

DM me and I’ll show you how.

They were doing all the right things.
It did well! Almost $2M net worth.
Yet felt lost and unsure of their goals.

- maxing the 401k
- living below their means
- funding 529 plans
- owned their home 
- bought cars with cash
- hired an advisor

And were off track for what mattered most. 

No clue how to turn it into retirement income.

Their advisor just kept saying ‘you’re all set’ or ‘keep going’

But never took the time to help them really solve for their goals. 

That’s when we met. 

I asked pretty simple questions: 

1. What’s your main motivation to save?
2. Whats the purpose of your wealth?
3. Whats your plan to turn your wealth into retirement income?
…

And so on. 

The more questions I asked, the more we both started to realize. 

There isn’t much of a plan.
But they want one.

Now we’re realigning to what matters most.

1. Help kids buy first home
2. Retire earlier and with more income. 
3. Clear legacy plan before and after passing.

They’ll save less towards retirement and be significantly more prepared. 

They’ll leave less money behind and yet leave a larger legacy. 

Why? 

Because they’ll have permission to spend.

I can’t emphasize this enough ‼️

It’s not about growing the highest net worth. 
It’s about using it for what matters most.
And aligning your plan towards it. 

Don’t get that backwards.

taplio

The Battle

Nic Nielsen, CFP®

Jack Ziegler III

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The Battle

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Jack Ziegler III

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