Know My Plan
Financial Advising
Why pick this one
Know My Plan offers custom financial planning and ongoing support tailored to high-achieving professionals' unique needs.
Best for
- sales professionals with inconsistent incomes
- busy professionals needing personalized financial guidance
- clients seeking proactive financial support
Look elsewhere if
- seeking purely DIY financial planning
- looking for advisors without a focus on personalized strategies
Specialties
- custom financial planning
- tax-efficient income strategy
- investment planning
- legacy planning
Certifications
- CFP®
What makes them different
- custom financial plans tailored to individual goals
- ongoing support for life events and financial questions
- a focus on the entire financial picture
- long-term client relationships over decades
- Response time
- available for micro-meetings whenever you need them
Distilled from this business's own website.
Contact & Location
- Address
- 3540 Toringdon Way, Charlotte, NC 28277-0819
- Phone
- +17042439376
- Website
- http://knowmyplan.com/
- nic@knowmyplan.com
Services
- financial advising
- retirement planning