The Nielsen Family loaded up for their BIG family vacation last week. We drove the Honda Odyssey to Florida and spent time...
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.
Estate Planning
College Planning
Retirement Funding
Roth IRA
Insurance Planning
Investment Planning
Save time, quit stressing, and spend your time on what you actually want
…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.
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.
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.
The Nielsen Family loaded up for their BIG family vacation last week. We drove the Honda Odyssey to Florida and spent time...
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.