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.
Lauren earns over $500K and travels the globe—thanks to a smart, intentional financial plan. Are you designing your life around what matters most?
Mark and Lisa’s story is proof that having a well-thought-out financial plan can help you stay on course, even when the market is volatile. Here’s how they stayed ahead.
Explore actionable steps for managing sudden wealth wisely, with insights from two decades of financial planning experience.
Struggling to balance private school, travel hockey, and retirement savings? Learn how Derek and Keri found clarity in their financial plan while prioritizing their family’s passions.
Discover how the Sherwoods and Wetzels pursued financial freedom differently, and learn valuable lessons for your own journey to financial success.
With their kids off the payroll, Amanda and Steve realized they hadn’t planned for themselves. We helped them craft a roadmap to retirement, streamlining accounts and building habits akin to their health routines. Now, they’re thriving financially and enjoying life’s rewards.
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.
