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Financial Advisors in Charlotte, NC
On the south side of the city in the Ballantyne east area just along the South Carolina border you’ll find Know My Plan’s office in the Woodward building. We’re here to help you overcome financial overwhelm with our specialized financial services: investment management, estate, cash flow and college financial planning, among others.
Know My Plan – Building Financial Plans together
Woodward Building, 11215 N Community House Rd
Suite 775
Charlotte, NC 28277
Woodward Building, 11215 N Community House Rd
Suite 775
Charlotte, NC 28277
704 243 9376
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About Us
Overcome Financial Overwhelm.
Get control of your money
Financial Plans For Busy Executives and Their Families in Charlotte
WE’RE NIC AND JEFF, FROM KNOW MY PLAN
Being in control of your finances shouldn’t feel like a battle. If you…
Are stressed about all that’s going on with your money and you don’t get the full picture
Feel like you don’t have the time to take care of all that comes with money
Keep putting it off…
… you’re in the right place.
We’re your financial team in Charlotte. Schedule a call.
We’re on a mission to help busy executives in Charlotte and across the nation conquer their finances. We can help you replace financial ambiguity and confusion with clear next steps. Get the battle plan you need to prepare your finances once and for all.
Meet Your Financial Team In Charlotte
Nic Nielson
CERTIFIED FINANCIAL PLANNER™ Practitioner
Jeff Walters
CERTIFIED FINANCIAL PLANNER™ Practitioner
Start Here – Get Your Free Financial Fortress Blueprint™
And reduce financial anxiety with a high-level plan for the future
Dollars And Diagrams – Our Blog:
My Biggest Financial Mistake
My Biggest Financial Mistake Growing up, I was a great saver. I would save almost all the money I made. I had a natural...
401k Reviews – 4 BIG Takeaways
401k Reviews – 4 BIG Takeaways During annual reviews and meetings with new prospective families, I have been reviewing a...
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A 3-step process to get clarity on your finances and test drive our services.
