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

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


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


Jeff Walters


financial fortress blueprint

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: 

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Are We There Yet?

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What If I Live to 120?

The Curious Case of Longevity Recently, I listened to a podcast that suggested that we will start living longer (100, 120,...

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A 3-step process to get clarity on your finances and test drive our services.

Contact Charlotte Financial Advisor

graphic 10 actions to take

10 Actions To Take 10 Years Before Retirement

In this paper we discuss 10 actions you should take to develop and deploy a successful long-term wealth plan. It will help you make decisions about your financial journey today and well into your retirement chapter.

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