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.

Ready? Schedule an Appointment.

For additional questions or to schedule an appointment, click here to get started.

Not Ready? Join Our Newsletter

Topics

Did you enjoy this?

Subscribe to Dollars & Diagrams for more!

More Guidance from Know My Plan

The Spirit of Thanksgiving: How One Woman’s Joyful Heart Defined Wealth

Thanksgiving has always been a special time for me, marking the start of the holiday season. What traditions do you cherish most during this time of year?

November 25, 2024

Beyond the Headlines: Why Market Corrections Are Opportunities, Not Threats

As history shows, market corrections are inevitable, but your financial plan can help you navigate these challenges. Are you prepared to weather the next market storm?

November 18, 2024

RSUs, NQSOs, and ISOs: Understanding Your Employee Stock Option Benefits

Understanding Non-Qualified Stock Options (NQOs) can provide you with more control over your tax events. How can you leverage the flexibility of NQOs to optimize your financial strategy?

November 11, 2024

It all starts with a conversation

And walk away with a FREE financial plan!

Keep in touch

(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.

All the Links

Subscribe to Dollars & Diagrams

Client stories, answers to your questions, and market guidance delivered every Saturday morning at 9am!

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.

Website by Hyper Pony Studio