Witness Daniela’s transformation from frustration to fulfillment, guided by Know My Plan’s expertise in addressing key financial concerns for high-achieving professionals.
Discover how a childhood dream of coaching basketball took a surprising turn towards financial planning, shaping a fulfilling career path.
Uncover our core beliefs in long-term equity investing and learn why we advocate staying fully invested to capture the full compound return premium.
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?
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.
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.
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?
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?
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?
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.