
From Overspending to Financial Freedom: Lessons from a $500K Income Couple
Despite their impressive income, Luka and Lacy found themselves living paycheck to paycheck. How can high earners avoid the trap of overspending?
Despite their impressive income, Luka and Lacy found themselves living paycheck to paycheck. How can high earners avoid the trap of overspending?
Most good plans take time, and it takes years to get the right amount of money in the right places for upcoming life events. Are you giving your financial plan the time it deserves?
Kaleigh’s journey from feeling financially constrained to envisioning a $3 million legacy for her son is inspiring—what could your financial future look like with the right plan?
Can a simple conversation spark a life-changing financial decision, as it did for the Marizzis?
Busy parents Lizzie and Jake transformed their chaotic finances in just 90 minutes. Discover how clarity, simplicity, and automation changed their financial outlook. Are you ready to take control of your financial future?
Rich and Monica thought financial planning meant sacrificing their fun-filled lifestyle. But what if you could enjoy today while preparing for tomorrow?
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.
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.
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.
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.