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One-Page Financial Plan

Lengthy financial plans can make it difficult to understand the next steps in your financial journey. But Co-Founders and Certified Financial Planners, Nic Nielsen and Jeff Walters explain why financial plans don’t have to be complex, highlighting the benefits of a one-page financial plan and how Know My Plan helps clients develop a tailored portfolio that helps them work toward their personal and financial goals.

 

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More Guidance from Know My Plan

Dollars and Diagrams

Access and Flexibility Matter in Financial Planning

Often, financial plans are portrayed as rigid directives focused solely on maximizing every possible tax benefit. However, true success requires a plan tailored to your individual needs and aspirations. Are you and your financial plan equipped with the flexibility you truly deserve?

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April 22, 2024
Your custom one-page financial plan

It all starts with a conversation

  • Tell us what you're struggling with
  • Find out how we can help you
  • Decide if we're a good fit

And walk away with a FREE financial plan!

  • A clear financial picture of where you are now
  • A defined list of goals to work toward
  • Concise steps to start you on the right financial path
Get started today!
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(704) 243-9376

11215 N. Community House Rd.
Woodward Building – Suite 775
Charlotte, NC 28277

We serve clients in our Charlotte, North Carolina office and virtually throughout the country.

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Securities are offered through LPL Financial, Member FINRA/SIPC. Know My Plan is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.

Independent Advisor Alliance, LLC is a separate entity from LPL Financial. The LPL Financial representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted by residents of any other state.

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