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
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.
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
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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!
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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 complimentary financial plan!
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 COMPLIMENTARY 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
Raymond James is not affiliated with and does not endorse the opinions or services of the website links above. When selecting the links you will be leaving the Web site maintained by Raymond James. The Web site is being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor the Web site or its respective sponsors. Raymond James is not responsible for the content of the Web site or the collection or use of information regarding the Web site’s users and/or members. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.