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...
Surviving Market Chaos with Monthly Investments
read more
Select Page
Financial Advisors in Weddington, NC
As a busy executive with a lot on your plate, you likely have a never-ending to-do list already… and you barely have the bandwidth to deal with your finances.
Well, we’re here to help you. Know my plan is a financial firm in Weddington, NC and we help you build a solid and actionable financial plan.
Just a few of the services we offer:
Estate Planning
College Planning
Retirement Funding
Roth IRA
Insurance Planning
Investment Planning
We help you get your finances organized, plain and simple.
Call us about our financial services in Weddington, NC
Save time, quit stressing, and spend your time on what you actually want
When you’re busy living your life and have no time for your finances…
We Handle Them For You
Know My Plan: Fee-Only Financial Advisors in Weddington, NC
Hi! We’re Nic and Jeff, from Know My Plan…
…and we build financial plans for busy executives and their families in Weddington NC. We help you conquer your finances, overcome financial confusion and finally get control of your money.
How? With a simple, one-page, actionable financial plan tailored to your life and goals. Get the battle plan you need to prepare your finances once and for all.
Know My Plan: two certified financial planners in Weddington NC.
We’re fee-based and independent: we work for YOU, are paid by you, and you alone. We don’t do commission-based work. You get a financial plan built only around your life, and your goals.
We want to help you.
Your CPAs In Weddington
Nic Nielson
CERTIFIED FINANCIAL PLANNER™ Practitioner
Jeff Walters
CERTIFIED FINANCIAL PLANNER™ Practitioner
Get Your Financial Fortress Blueprint™
A 3-step process to share your financial goals with Nic and Jeff and make an informed decision about our services.
Dollars And Diagrams – Our Blog:
How Bad Could The Next 3 Decades Be?
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...
Answering The Six Big Questions
One of my biggest pet peeves about the financial planning industry is the desire to make the process sound complicated. The...
Our YouTube Channel:
Schedule A Call
A 3-step process to get clarity on your finances and test drive our services.
