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®

👑 Web, Marketing, & Design Expert for Advisory and Consulting Firms 👑 Websites driven by marketing expertise 👉 hyperponystudio.com

👋 Hi I'm Manda!

Follow me and ring my 🔔 if you're in the financial services industry and want to learn more about:

👉 Marketing persuasion techniques 
👉 Attracting your ideal clients
👉 Turning those prospects into clients
👉 Professionally presenting your brand 
👉 Creating an EFFECTIVE website
👉 Turning your website into a marketing machine

🔻 🔻 🔻 Want to work together? 🔻 🔻 🔻

I offer complete brand, website, & marketing overhauls for advisory firms and RIAs.

I'll be taking only one new client in 2026, starting in October. Please DM me if you're interested in taking that spot.

👑
Hyper Pony Studio 
Digital marketing for the financial services industry

Manda Szewczyk

If you're getting spam events showing up automatically in your calendar, and you use Google for your email, this is how you stop it:

👉 In Google Calendar, go to your settings
👉 Choose "Event Settings"
👉 Find "Add invitations to my calendar"

And choose either:

✅ Only if the sender is known
or
✅ When I respond to the invitation in email

I also chose to hide declined events so I didn't have to look at the old ones.

🙄 That was driving me crazy....

👑 Websites & Marketing for Financial Advisors & RIAs 👉 Sharing digital marketing tips 🚫 Posts never written by AI

THIS is the kind of innovation I was hoping to see from AI. More of this please!

(Link to the full story in the comments)

Do you have more impressions on your comments than your posts? 

Use it to your advantage!!

🤔 How?

Make sure your headline states VERY clearly what you do and who you help.

🤔 Why? 

Because all of those people looking at your comments are potential clients.

But they won't see your profile or your posts. All they'll see is your picture and your headline (the little blurb next to your pic).

So, you need to make sure your headline...

👉 Says what you do – at the very front. Headlines get cut off (especially on mobile) so don't start with something clever or where you went to college or a hobby. Start with "Financial Advisor" or "Financial Planner" 

👉 Says who you help – again near the front. "Financial advisor helping millenials..." "Financial planner for medical professionals..." 

That way, when someone sees your comment, they ALSO see what you do and who you help.

And, if they are looking for a financial advisor, and they fit your "who we help" target market, chances are they will visit your profile to learn more.

🤔 Does your headline pass the test? Does it clearly state what you do and who you help in the first 40-60 characters?

taplio

The Battle

Nic Nielsen, CFP®

Manda Szewczyk

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taplio

The Battle

Nic Nielsen, CFP®

Manda Szewczyk

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);}Manda Szewczyk's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreManda Szewczyk's LinkedIn Performance