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Building Financial Plans For Executives

Goals | Plan | Portfolio

Let’s Begin Developing Yours

CFP® Professionals Offering Personalized Financial Guidance

For the Carolinas & Virtually Nationwide

Image of Nic Nielsen and Jeff Walters Charlotte, NC | Know My Plan

What Makes Working with Know My Plan Different?


What does this mean? When you choose to work with Know My Plan, you are working with two CFP® practitioners.

Why is this important? Working with two CFP®’s directly who know YOUR story provides you with confidence.


Few things are more powerful to illustrate financial planning concepts than a good picture. We utilize drawings to make sure you know what you own, why you own it, and where it fits into your financial picture.

We Work With a Variety of Clients, Including:

You may find yourself outsourcing financial planning in order to save time, reduce stress and ultimately accomplish your goals. Delegating your retirement planning and investment management to an experienced professional can allow you more time to spend on things that matter most to you.

As a business owner, you have a different set of financial needs and challenges than a salaried or hourly employee. Your primary focus should be on managing your business, which is why we will work with you to effectively manage your finances to help save you time and energy.

As a H.E.N.R.Y. (High Earner, Not Rich Yet), you likely have a household income over $200,000, alongside the ability and propensity to aggressively save. With an impressive salary, you’re excited to continue moving forward, however, young professionals and H.E.N.R.Y.s face difficult challenges in terms of accumulating wealth. We’ll help you understand what you should be focusing on today and how to better prepare for a lifetime of healthy financial habits.

In Addition to Financial Understanding, You Can Expect:

Fee-Based Planning Charlotte, NC | Know My Plan

Fee-Based Planning

As an independent firm, we provide you with personal solutions and products we believe will be the most beneficial in meeting your unique needs.

Fiduciary Management Charlotte, NC | Know My Plan

Fiduciary Management

Our fiduciary duty is to act in your best interest and it is a responsibility we take to heart in everything we do.

Experienced Industry Insights Charlotte, NC | Know My Plan

Experienced Industry Insights

As CFP® professionals, we work with you to create a financial plan that is built around your needs, risk tolerances and tax situation.

Interested in Seeing if Our Values Align with Yours?

With services developed to address your goals and interests, we’re confident that we can create a financial plan that works for you. Alongside educational resources, we’re passionate about offering focused solutions and developing meaningful relationships with you and your loved ones.

Discover Our Difference

10 Actions to Take 10 Years Prior to Retirement

In this paper, we discuss ten actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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