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
About the Magpie
You might be curious about our new logo. I wanted to intertwine some elements of Korean culture with the Know My Plan brand.
My wife Jessica and I have been blessed with 3 incredible children from South Korea. Joe is also from South Korea.
The magpie holds a uniquely beloved place in Korean culture, and it’s core symbolism includes:
Good news & joy
Prosperity & good fortune
Loyalty & family
Resilience
The symbolism of the magpie ties our love for family with our love for financial planning.
Our best-fit clients are...
Sales
Professionals
With an inconsistent income, high tax bills, and early retirement goals, you need specialized financial guidance.
Busy
Professionals
With everyone counting on you and a full plate, you don’t have time to DIY and are ready for custom financial guidance.
Underserved
Professionals
Your advisor isn’t available when you need them and doesn’t keep you informed. You’re ready for a better partner.
Find us on YouTube!
We’re answering ALL of our most frequently asked questions and addressing common financial problems in our short concise videos.
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Client stories, answers to your questions, and market guidance delivered every Thursday morning at 9am!.
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
Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.