From Scattered to Structured: How One Couple Gained Clarity on Their Financial Future
Jeff and Christine had savings, accounts, and options—but no clear plan. How did they turn confusion into clarity.
June 30, 2025
Jeff and Christine had savings, accounts, and options—but no clear plan. How did they turn confusion into clarity.
If you can stick to a training plan, you already have what it takes to build and follow a strong financial roadmap.
Life throws curveballs and your financial plan should be ready. Discover how to pivot smartly with mini-strategies that keep the big picture on track.
Just graduated? Learn the essential financial steps—from budgeting to investing—that can set you up for long-term success.
Forget the old rules—modern professionals are redefining retirement as freedom, not full stop.
Explore strategies to prevent your portfolio from following the path of once-great companies that eventually faded away.
Many are waiting for calm before making financial decisions — but true clarity often comes after we take action. Discover how to move forward confidently, even in uncertain times.
No matter how experienced or calm you are, seeing your portfolio dip stings. Here’s why that’s normal—and how to manage through it.
Retirement isn’t about stopping work—it’s about starting the life you promised. Don’t let another year go by while your loved ones wait on the sidelines.
11215 N. Community House Rd.
Woodward Building – Suite 775
Charlotte, NC 28277
We serve clients in our Charlotte, North Carolina office and virtually throughout the country.
Client stories, answers to your questions, and market guidance delivered every Saturday morning at 9am!
Securities are offered through LPL Financial, Member FINRA/SIPC. Know My Plan is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.
Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The LPL Financial representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state.