It was July 2015, and my wife and I were completing our first international adoption. My wife clutched onto our son’s...
Are you dealing with anxiety when it comes to your financial life? We’re Know My Plan, a financial firm helping junior and senior executives in Fort Mill SC simplify their financial lives.
You have financial goals but no idea how to pursue them.
You often find yourself worried about the future. College, retirement, building a legacy.
You don’t have the time to learn a lot about finances.
You’d love to outsource your finances but don’t know who to trust.
Here are some of the things we can help you with:
Save time, reduce stress, and pursue dreams.
Believe it or not, financial plans don’t have to be confusing and complicated. 70-page documents are for financial planners. But you need a one-page simplified set of next steps to pursue your financial goals and enjoy the life you dream of.
If you want a financial partner that will…
Act only in your best interest.
Be fee-based and independent (paid by you and only you!).
Make custom tailored plans built around your unique needs.
(and why we’re the right fit for each other)
CERTIFIED FINANCIAL PLANNER™ Practitioner
CERTIFIED FINANCIAL PLANNER™ Practitioner
A 3-step process to share your financial goals with Nic and Jeff and make an informed decision about our services.
It was July 2015, and my wife and I were completing our first international adoption. My wife clutched onto our son’s...
Recently, a prospective family was preparing for the birth of their first child. They asked, “What should we be doing to...
My Biggest Financial Mistake Growing up, I was a great saver. I would save almost all the money I made. I had a natural...
A 3-step process to get clarity on your finances and test drive our services.