Turning Frustration Into Confidence: Daniela’s Path to Financial Wellness
Witness Daniela’s transformation from frustration to fulfillment, guided by Know My Plan’s expertise in addressing key financial concerns for high-achieving professionals.
A Bank Teller’s Journey: Climbing the Financial Planning Ladder
Discover how a childhood dream of coaching basketball took a surprising turn towards financial planning, shaping a fulfilling career path.
Tuning Out the Noise: Focus on Fundamentals in Financial Planning
Uncover our core beliefs in long-term equity investing and learn why we advocate staying fully invested to capture the full compound return premium.
Securing Your Future: Richard & Monica’s Approach
Learn why Richard & Monica prioritize creating balance in their financial plan, ensuring they live the life they love while securing their future. Do you have balance?
Success Story: How Catherine Tripled Her Net Worth in Five Years
In just five years, Catherine’s financial landscape transformed dramatically. Her liquid net worth tripled, not only by favorable market investments but primarily by the exponential growth of her consultancy. What started as a risk became a rewarding venture that empowered her both financially and personally.
Transforming Chaos into Clarity: Cal’s Legacy and the Importance of Financial Preparation
Cal’s story is heartwarming & cautionary. His lack of preparedness left his family facing a mess. This highlights the importance of streamlined financial planning, something Know My Plan specializes in. Are you a high-achieving professional who needs help with a financial plan? Keep reading.
7 Money Mistakes Every High-Achieving Professional Should Avoid
Thinking a financial plan Is solely about investing… financial planning is a journey, encompassing your life. Have you truly considered all the vital components for your financial well-being?
Navigating Life’s Milestones: Why Now Is the Time to Plan
We believe that your goals (dreams) determine your plan and your plan determines your portfolio. When life events happen, we turn to you plan for direction. Do you have a written plan?
How to Navigate Fear and Greed
Dive into Buffet’s principles for navigating market sentiment, from fear to greed, and gain valuable insights for your investment journey. Do you know how to navigate the ever-changing landscape of investing?
Defend Against Unexpected Tax Bombs
Nobody wants to pay more than they have to with taxes… especially when it’s unexpected. But how do you avoid these situations?
Access and Flexibility Matter in Financial Planning
Often, financial plans are portrayed as rigid directives focused solely on maximizing every possible tax benefit. However, true success requires a plan tailored to your individual needs and aspirations. Are you and your financial plan equipped with the flexibility you truly deserve?
How Rick and Ilsa Optimized Their Finances for Parenthood
Rick and Ilsa, both 43, leveraged a raise in income when their daughter, Willow, started kindergarten, redirecting funds toward home improvements, college savings, and early retirement, securing a brighter future for their family. How are you allocating you excess funds?
