Before anyone asks, yes-I also love God, my family, and my dogs. All were omitted from my list to hopefully provide a deeper look behind the curtain.
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Witness Daniela’s transformation from frustration to fulfillment, guided by Know My Plan’s expertise in addressing key financial concerns for high-achieving professionals.
Discover how a childhood dream of coaching basketball took a surprising turn towards financial planning, shaping a fulfilling career path.
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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.
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