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®

Challenge Everything Financial

I help sales professionals & business owners spend money on what they love, and rip out the bullshit that keeps most people on an average path to an average life.

You lead the discussion around what you value in life. 

I then help guide you to making money decisions to align with your values.

We then work together to narrow down the time it will take for you to:

* Start a business (if applicable)
* Feel confident in your money habits
* Get on the same money page with your spouse
* Retire a decade (or two) earlier than you thought possible
* Bring home more money in your "lifetime" paycheck (i.e. through tax savings)

DM me to begin investing in YOUR freedom.

Financial Planner

SaaS Employee Benefit Company

Regional Sales Director - Enterprise

SaaS Healthcare Company - Wound Care

The company is transforming the way providers care for chronic wound, dermatology, and burn patients in the value-based care era through industry-leading APIs.

We are a healthcare data analytics company that provides clinicians with accurate and objective wound measurement data and documentation at the point-of-care. Our core values are to optimize clinicians’ wound and skin care workflows, and encourage patients to take initiative in their own chronic wound and skin management.

Over 150 health institutions have integrated with The Company since 2014, automating the entire documentation process from image capture to upload. Our AI-powered solution is EMR integrated via SMART on FHIR and HL7 — when you need a full patient report or a Lund & Browder assessment for burn, it is immediately available within the EMR.

Regional Director

SaaS Healthcare IT Company

Responsibilities- 
• Managing new business sales of medical software, devices, and consulting services within Mid-Atlantic territory. 
• Perform solution demos and lead contracting meetings with decision makers and C-Level executives.
• Manage vendor relationships and drive third party business in a competitive environment.

Regional Sales Director

Client Representative

High Risk Auto Insurance Company

Cultivate professional partnerships with fellow agents to boost communication, revenue and corporate compliance. Facilitate communication with agents to respond to questions and handle issues. Inform agents on new procedures and best practices. Generate reports to identify target markets. Present information at meetings. Negotiate vendor pricing for events and meetings.

Marketing & Sales Manager

Phone Book Ad Company

Strategized with local and national businesses to personalize marketing strategies and products including websites, social media and print advertising. Managed ongoing client relationships to recognize and identify business-growth opportunities. 

Collaborated with clients on strategy to deliver a competitive edge. Attended daily meetings and weekly meetings to improve communication. Produced reports to pinpoint marketing method efficacy. Trained new employees on sales calls; documented sales activity in Salesforce.

Client Solutions Specialist

Rental Car Company

Selected accomplishments: 
 · Consistently earned repeat business by delivering an outstanding customer experience.   
 · Earned the highest customer satisfaction rating among North American airports by J.D. Power & 
 Associates.  

Interacted with customers to pinpoint vehicle needs and deliver timely service. Shared rental agreement information with customers and responded to inquiries. Communicated with vendors to set up vehicle maintenance and retail location services; operated car wash and performed vehicle pick-ups. 

Innovated marketing strategies to increase revenue; fostered local partnerships to grow business. Participated in workshops to learn time management and organization skills. Directed internal operations, motivating staff to provide superior service. 

Conducted bookkeeping and car safety checks. Educated coworkers on corporate procedures and policies.

Management Trainee

College

Taught and created leadership standard based lessons.
 · Led out-of-school requirements to help raise money for charity
 · Offered extra help outside of regular class time for anyone who needed it   
 · Graded papers and helped facilitate discussion on leadership topics

Class Facilitator

Showing Sales Pros How to Use Commission to Buy Freedom in 12 mo or Less | Financial Planner | Former SaaS Sales Professional

I teach sales ppl how to find purpose and freedom in life by using money as a tool.

TL;DR
If you make good money and want to know how to turn your commission into a repeatable, scalable, passive-income machine...follow along.

I share as much as I can right here on LinkedIn.

If you are in sales and:

• Want to take annual vacations for free 
• Hate the corporate world and want a way out
• Think commissions are taxed more than your salary
• Want to use your commission to retire in your 40s/50s
• Had a sh*tty experience with a previous financial advisor
• Pay an advisor 1% of your investments, and get no other service...

Reach out. 

My #1 goal is to educate you. 

**I want you to get to a point you don't need a financial planner.**

(Or if you feel more comfortable with one, that's ok too).

But if you want a financial planner who is transparent and knows what it’s like to grind out a sales career, I can be your partner for years to come.

If you want to level up your money relationship, DM me for a meeting.

I want YOU to be a master of your money, and do what you value most.

Let's chat and see if I am able to put MORE money back in your pocket.

-----

In the last decade+, I've spent my professional career in software sales.

But in 2014, I started becoming more knowledgeable about personal finance.

I began to learn about ways to retire 20 yrs earlier than I previously thought possible.

I knew I could help others get on a path like mine.

Most financial advisors want to only manage investments.

They take "just 1%" of your investments.

Then they don't do anything else for you.

My advisor was like that.

So I fired him.

Then I became a financial planner.

My goal: To help sales people like you.

Two ways to work with me:

1. Personal 1:1 financial advice. From investing to tax planning, from choosing employee benefits to saving for your kid's college...and anything else about money - I am your personal financial planner for $275/mo (fee can be paid from a bank account or investment account).

2. Join my Skool community, where I teach folks to DIY their own financial plan for $37/mo (no personal guidance, but you get access to all the same tools I use, with video tutorials on how to use them).

taplio

The Battle

Nic Nielsen, CFP®

Michael E. Pyle

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