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The One-Page Financial Plan

one page plan
KMP March 21 2

Why do I need a 1-Page Financial Plan?

  • It reminds you of your clearly articulated goals
  • It provides simple & concise next steps for you and your family

Why is having this plan so cool?

  • It helps you save time!
  • Reduce stress!
  • Pursue your goals!

Most of the big money questions that come up or going to be pro-actively addressed by your plan. You win by not having to allocate mental capacity to your decision-making process.

IMPORTANT INFORMATION

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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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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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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