Nice to meet you!

We understand that choosing a financial advisor is a personal decision. Yes, you want a qualified professional. But you want a qualified professional you ENJOY working with!

Our Mission

At Know My Plan, we’re on a mission to change the way people implement financial plans.

Too many people have financial plans that are no more than paper weight. Too complex to be useful. Too cumbersome to execute. And too concrete to be flexible.

We bring context and clarity to our clients.

Our one-page plan is a living document that we continue to edit and refine over decades.

Your life will change, shouldn’t your plan change with it?

The Know My Plan Team

Nic Nielsen, CFP^®, CLTC®

In college, I was a chemical engineering major. I loved math & chemistry classes. However, I quickly realized that I did not enjoy chemistry labs. Boring!

During this period of time, I had the opportunity to speak with my grandfather about investments. He asked if I would look at his investment statements as he didn’t understand what he owned, why he owned it, or where it fit into his overall financial picture.

I really enjoyed looking at the statements and learning about investments.

My grandfather gave me some incredible advice:

If you understand how money works, you will: probably always have a job, be able to take care of your family, but most importantly – be able to help others.

I’m grateful for that opportunity to find my calling, and to my grandfather for pointing me in the right direction. It was the right decision for me – and I love that I get to help other families like mine live better lives.

I was adopted! And so are my three children.

I love coaching my kids’ basketball and soccer teams.

I’m an avid lover of Disney vacations! Typhoon Lagoon is my favorite.

I enjoy sports, a good Christmas movie, and family game night.

Looking for Nic?

Jeff Walters, CFP^®

On any given weekend for the better part of the year, you can find me and my wife Kathleen somewhere in the eastern half of the country, in a cold rink, watching and announcing Travel Ice Hockey games for our 3 boys. It’s great fun for the boys and the parents alike and I know I will miss it deeply when it’s over.

The rest of the time, you can find me out in the yard, trying my best not to be more than 100 yards from the Hut. Entertaining family and friends is where I gather the most joy.

As a CFP, I love what I do. Decades in financial services have provided me with expertise to guide the families we work with through the relentless barrage of negativity. Being able to prepare a one-page plan with simple and concise next steps and watch our relationships grow is special.

I’ve worked a lot in my life, but years ago, the old cliché finally rang true for me. If you love what you do, then you never work a day in your life.

I’m a J-I-M – an avid fan of the Jets – Islanders – Mets

I have the heart of an educator!

I enjoy traveling, rooftop bars, and live music.

Most of all, I enjoy watching my boys play hockey and family time!

Looking for Jeff?

Will Miller

I’ve always loved working with people, from teaching little kiddos tennis throughout high school to coaching at the Arcadia while I was getting my masters in finance. Financial planning was able to bridge two things that I loved, working with people and personal finance.

Now a days I’ve retired to pickle ball and the occasional tennis match with my fiancé Taylor. As of now Taylor and I live right outside of Philly with our house full of animals: 3 cats and 1 dog.

I enjoy playing pickleball and tennis.

I love Philly sports teams and Ohio State football!

Looking for Will?

Happy Clients

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.

Nic and Jeff bring a proactive and attentive approach to their management style. Their ability to listen and provide valuable insights has greatly contributed to my understanding of both the market and my overall financial well-being. With their experienced guidance and clear strategies, they have opened up exciting opportunities for me in the future. I have complete trust in them, and I’m confident about what lies ahead.

Rayvelle
Senior Vice President of PruittHealth Physician Services and Corporate Medical Officer

With respect to Nic Nielsen and Jeff Walters knowledge and business acumen, JoAnn and I have found them to be exceptionally helpful with our financial planning. We meet with them quarterly to discuss our financial position and they have both been very accessible and responsive to our needs.

Jeff and Nic do a great job communicating and keeping us totally informed and making recommendations due to changes in the market. Because of that we have recommended a number of our friends to them due to their expertise and concern for their clients.

Ray
VP/GM Simon Property Group

I started working with Nic and Jeff approximately 2 years ago. It was a big decision, I was with my previous financial advisor for over a decade and I did not regret it. They have always been very responsive and answer all of my questions promptly. I decided to change jobs and they were very supportive about it. I strongly recommend them, they are great!

Nestor

Always appreciate the quick responses to questions and requests. Nic has a fantastic way of instilling confidence in our overall plan – mostly because of the simple, yet effective approach. The insights and guidance during our planning discussions are relevant to what is current, but also never lose sight of the long term plan.

Tim

This group is very knowledgeable and considers each client as a valued customer. They work with each client to ensure their portfolio meets their current and long-term financial needs. Client questions and inquiries are responded to in a timely manner and they explain things that can be understood by anyone. I highly recommend them.

Jennie
Retired/Healthcare

Find us on YouTube!

We’re answering ALL of our most frequently asked questions and addressing common financial problems in our short concise videos!

Expert Guidance

Learn from our client stories and get tips and advice on common financial situations in our extensive collection of articles.

Financial Concepts Simplified

Ever wanted to really “get” financial terms and concepts? Visual Finance breaks down finance into easy-to-understand visuals with accompanying video explainers!

Subscribe to Dollars & Diagrams

Client stories, answers to your questions, and market guidance delivered every Saturday morning at 9am!

Start Planning Today

Your financial plan starts with a conversation. Schedule 30 minutes with us to ask your questions, find out what it’s like to work with us, and get your free financial plan!

Nice to meet you!

Our Mission