Creating A Balanced Financial Plan

Your financial plan should be guided by your core values to facilitate your highest priorities.

For example, if your core values are to take care of your family, have amazing experiences, and invest in your health, your financial plan should facilitate these desires.

Click here to learn more about our One-Page Financial Plan.

IMPORTANT INFORMATION

Information in this material is for general information only and not intended as investment, tax, or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.

Topics

Did you enjoy this?

Subscribe to Dollars & Diagrams for more!

More Guidance from Know My Plan

How Rick and Ilsa Optimized Their Finances for Parenthood

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?

April 15, 2024

How Dave and Kim Found Financial Freedom While Enjoying Life

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?

April 8, 2024

How to Define Your Retirement Goals Like John

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?

April 1, 2024

It all starts with a conversation

And walk away with a FREE financial plan!

Keep in touch

(704) 243-9376

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.

All the Links

Subscribe to Dollars & Diagrams

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.

Website by Hyper Pony Studio