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.
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.
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?
Often, financial plans are portrayed as rigid directives focused solely on maximizing every possible tax benefit. However, true success requires a plan tailored to your individual needs and aspirations. Are you and your financial plan equipped with the flexibility you truly deserve?
Rick and Ilsa, both 43, leveraged a raise in income when their daughter, Willow, started kindergarten, redirecting funds toward home improvements, college savings, and early retirement, securing a brighter future for their family. How are you allocating you excess funds?
Discover how Dave, 55, and Kim, 53, overcame finding the balance between enjoying life now and planning for retirement. Are you on track fro your financial independence?
Joan’s journey exemplifies the transformative power of personalized financial planning. What can we do in just 1 meeting?
Learn how Mustang Sally & Goldfinger, retired educators, optimized their retirement income and secured their legacy. Even though they “won the game” is there still more they can do?
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.
