As summer wraps up and routines settle back in, now is the ideal time to revisit your financial goals and plans. What steps are you taking to ensure your financial plan reflects your current aspirations?
In this blog post, I’ll introduce you to Edward, a 48-year-old, whose journey highlights the importance of aligning financial planning with personal dreams. Are your goals turning into reality?
Chad and Winona, successful professionals with growing financial complexities, found peace of mind with Know My Plan. Discover how a simple visual balance sheet and expert advice transformed their financial anxiety into clarity.
Understand the implications of the 2024 election on your portfolio. Will the election even matter to your investments?
Discover how Lizzie and Jake transformed their chaotic financial situation into streamlined success in just 90 minutes. Are you in the same boat?
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?
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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.
