Witness Daniela’s transformation from frustration to fulfillment, guided by Know My Plan’s expertise in addressing key financial concerns for high-achieving professionals.
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?
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?
It’s incredibly powerful to have a vision of what your goals are. That is what will make you want to run through a wall for it. Are your goals crystal clear?
I’m a fan of you paying off your house. Lew wanted to sell his investments… I wouldn’t, would you?
It’s the perfect time to get serious about your finances. Having a plan earlier on will allow you understand the “number” that will give you financial independence. Is it $1 million?
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.