Hey, We’re Nic And Jeff.

We Design Financial Plans For Busy Executives and Their Families

Start Today, With The Financial Fortress Blueprint™

AS FEATURED IN:
jeff-and-nic

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… 

square arrow

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

circle and arrow

Replace Financial Ambiguity and Confusion With Clear Next Steps

triangle arrow

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.

category-1

College Financial Planning

category-2

Disability Insurance

category-3

Estate Planning

category-4

Insights

category-5

Investments

category-6

Life Insurance

category-7

Retirement Funding

category-8

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.

Fee-Based

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.

financial fortress blueprint

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.

graphic 10 actions to take

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.

Success! Check your email inbox for next steps!

We’ve Prepared Your Guide For You…

…Just Tell Us Where To Send It

Success! Check your email inbox for next steps!

Pin It on Pinterest

SCHEDULE A CALL