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®

All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser

Financial Planner

WM Wealth Planning

I'm a planner that helps sales executives reduce stress around their finances and keep more of their hard earned money by not leaving the IRS a tip 😉

What's that magic number 🔮 for you to be financially independent?
You probably don't know.

So often people are "saving" but don't know what they are saving for or how much they need to be saving to make it happen.

Or perhaps you get this big commission check and then 3 days later... you have nothing to show for it.

Don't worry, it's completely normal.

📌 Why do people hire me? 
- They aren't sure if they are on track for their goals
- They don't want to just save for the future, they want a plan that allows them to live life today
- They realize they aren't an expert 
- They don't want to be overwhelmed or make a big mistake
- They want help making complex topics ➡️ simple

📌 Who do I work with?
- Sales professionals, small business owners, professionals with variable compensations
- Typically between 25-45 years old

Your financial life is a fortress 🏰 

But... 

There are barbarians coming to attack ⚔️
-Taxes
-Healthcare costs
-Behavior

A good financial plan creates a moat around your fortress to protect it 🛡️

The best plan is the one that you are taking action ➡️ so let's get to work!

Phone: 267-656-7363 | Email: will@knowmyplan.com | Website: www.knowmyplan.com

Securities are offered through LPL Financial, Member FINRA/SIPC. For links to FINRA/SIPC, refer to the Contact Information section above. 

Know My Plan is another 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.

taplio

The Battle

Nic Nielsen, CFP®

William Miller

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