As I write this note, the S&P 500 is currently at 3,998 (let us round up and call it 4,000). The S&P closed the...
If you’re a company executive — and especially if you have a family — chances are, you already have enough things demanding your attention without adding in your finances. That’s why we’re here. We’re Know My Plan, financial advisors in Lancaster, SC. We help simplify your finances and get control of your money once and for all.
Just a few things we can help you with:
Know My Plan is your financial planning partner in Lancaster, SC.
We design financial plans for busy executives and their families.
Get a financial plan that isn’t written in “Jargonese”
Get control of your money once and for all
Live your life without that nagging worry about the future (because you know everything’s taken care of)…
(and why busy executives like you work with us)
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.
As I write this note, the S&P 500 is currently at 3,998 (let us round up and call it 4,000). The S&P closed the...
It has been a little bit easier to be an investor to begin 2023 than in 2022. 2023 began with the S&P 500 at 3,824. As...
One of my biggest pet peeves about the financial planning industry is the desire to make the process sound complicated. The...
A 3-step process to get clarity on your finances and test drive our services.