We help high-achieving professionals retire to a life they love.
Find out if we're a good fit for YOU!
Schedule a conversation and receive a complimentary one-page plan.
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
Beyond the Headlines: How Your Financial Plan Shields You from Market Noise
As market fluctuations continue to make headlines, what strategies can you implement to ensure your investments remain aligned with your long-term goals?
How to Make Your Vacation Home Dream a Reality: A Financial Planning Guide
Enjoying the fruits of your labor today doesn’t have to wait until retirement. Discover how to create a financial plan that allows you to invest in a vacation home while still securing your future. What steps will you take to balance your current desires with long-term goals?
Back to School, Back to Financial Planning: Why Fall is the Perfect Time to Reassess Your Goals
As summer wraps up and routines settle back in, now is the ideal time to revisit your financial goals and plans. What steps are you taking to ensure your financial plan reflects your current aspirations?
