Hey, We’re Nic And Jeff.

We Design Financial Plans For Busy Executives and Their Families

Start Today, With The Financial Fortress Blueprint™


Ever Wish You Could Understand Financial Concepts In A Single Visual “Snapshot”?

Now you can!

“Visual Finance” is a book of 40 simple sketches that Nic Nielson, CFP™, drew to help his clients “grab” whole financial ideas at a glance.

Each sketch has a QR code next to it.

Scan that code with your smartphone, and a short video pops up that explains the real-life application of each concept.

We think you’ll find this book the easiest, quickest way to grasp financial planning topics ever made.

Choose Know My Plan Because You Want To… 

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Know What You Own and How It Impacts Your Life and Loved Ones

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Replace Financial Ambiguity and Confusion With Clear Next Steps

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Address The "3 Barbarians" Trying To Take Your Money

Know My Plan – Blog

Check Out Our Blog, Dollars and Diagrams, Where We Explain Complex Financial Topics With Easy-To-Understand Diagrams

 Click the icons below to learn more about each topic.


College Financial Planning


Disability Insurance


Estate Planning






Life Insurance


Retirement Funding


Roth IRA

Two CFP® Professionals On A Mission To Simplify Financial Planning

We’re On A Mission To Help Busy Executives Across The Nation Conquer Their Finances

Financial Partner

A true financial partner who acts only in your best interest.


In an advisory capacity we work for you and are paid by you and you alone.

Custom-Tailored Plans

Get a financial plan that is built around your needs and situation.

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Most Financial Plans Are Overwhelming (And Boring)…

So We Turn Ours Into Fun Stories To Make Them More Interesting. Castles, Moats, and Barbarians Included…Yeah, Really.

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10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 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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We’ve Prepared Your Guide For You…

…Just Tell Us Where To Send It

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