Financial planning for high-achieving professionals
Build a financial life that balances freedom today with confidence for tomorrow.
Let’s see if we’re a good fit
So, how are things going?
Do you hear from your advisor as much as you’d like?
We don’t think quarterly or annual updates are enough. We’re here for our clients whenever they need us.
Do you know if your financial plan is right for YOU?
We don’t use generic formulas. Each plan is custom to YOUR specific situation and goals.
Do you know if you’re on track?
We work WITH you to execute your plan so you know where you are, where you’re going, and what to do next.
Do you know what you own?
We believe you should know exactly where your money is and the reason behind every decision.
Why should you choose Know My Plan?
Better Together
We won’t leave you on your own with an overwhelming plan. We take you through your plan a few steps at a time – and we’re there to help you execute.
It’s All Connected
We’re focused on your entire financial picture – not just investments or insurance.
We’re Always Here
We offer our clients support and advice for ALL of their life events, financial decisions, and questions. We’re here whenever you need us.
It’s All About YOU
We’re not using pre-formatted templates or plans. There is nothing standard here. Your specific plan is custom to you, your situation, and your goals.
In It for the Long Haul
We prefer long-term client relationships. We work with clients over decades – through every stage of life.
Tough Love
We’re not afraid to have the hard conversations needed to protect your long-term returns. We’re here to guide you – through the good times AND the tough times.
These statements are testimonials by clients of Know My Plan as of 12/05/2023. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing their testimonial.
Hi, we're Nic and Jeff!
We provide advice and guidance to help you achieve the confidence, financial freedom, and future lifestyle you’re looking for by:
- Mitigating taxes in retirement
- Finding the most suitable investments for your situation
- Creating a tax-efficient income
- Insuring your family from the “ifs” in life
It all starts with a conversation
- Tell us what you're struggling with
- Find out how we can help you
- Decide if we're a good fit
And walk away with a FREE financial plan!
- A clear financial picture of where you are now
- A defined list of goals to work toward
- Concise steps to start you on the right financial path
Guidance from Know My Plan
The Hidden Flaw in Traditional Financial Planning: Lack of Flexibility
Textbooks preach optimization and retirement savings but real life requires liquidity and flexibility. Here’s why your plan should evolve to give you access to funds when life changes.
How to Transition From Saving to Spending in Your 60s
Market downturns can jeopardize your retirement plans, especially in the “retirement red zone.” Discover tips for keeping income safe, managing withdrawals, and planning taxes to safeguard your golden years.
Protect, Preserve, Prosper: 3 Wealth Secrets of the Ultra-Rich
Wealth isn’t just about growing money—it’s about safeguarding it. Learn how insurance, estate docs, and family involvement can protect your hard work for years to come.