Why Every Step Counts In Financial Planning

When I meet with someone for the first time, I ask them, “Tell me about your financial plan?”

Recently, I received the answer: “I have a 401k.”

So what in the world is a financial plan?

I believe that a financial plan is an adventure map with clear next steps explaining how you get from where you are to where you want to go in an optimal way.

Our mantra: Your goals determine your plan. Your plan determines your portfolio.

Information in this material is for general information only and not intended as investment, tax or legal advice. Please consult the appropriate professionals for specific information regarding your individual situation prior to making any financial decision.

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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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