If I had to choose a word to summarize 2022, it would be … challenging. The U.S. stock and bond markets were both negative...
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.
Overcome Financial Overwhelm.
Get control of your money
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…
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.
CERTIFIED FINANCIAL PLANNER™ Practitioner
CERTIFIED FINANCIAL PLANNER™ Practitioner
And reduce financial anxiety with a high-level plan for the future
If I had to choose a word to summarize 2022, it would be … challenging. The U.S. stock and bond markets were both negative...
This year has been filled with dismal financial headlines. Crypto winter. Stock market declines. Significant bond market...
We hope that you had a wonderful Thanksgiving surrounded by friends, family, and football. Maybe you even bought a thing or...
A 3-step process to get clarity on your finances and test drive our services.