Business Details
Your Trusted Financial Planning Partner in Charlotte
At Know My Plan, we are redefining financial planning by creating actionable, adaptable strategies tailored to each client's unique goals. Our team of certified professionals prioritizes ongoing collaboration, offering continuous support through personalized guidance rather than static annual reviews. We specialize in crafting simplified one-page financial plans that evolve with life's changes, focusing on tax optimization, investment strategy, and legacy planning. With decades of combined experience, our advisors bring technical expertise and empathetic service to high-achieving professionals navigating complex financial decisions.Our approach emphasizes transparency in every recommendation and execution support to transform plans from theoretical documents into practical roadmaps. We measure success through long-term client relationships built on trust, demonstrated by our clients' confidence in referring friends and family to our services.
Services
Financial Planning
Retirement Strategy
Tax Optimization
Investment Management
Legacy Planning
Risk Management
Estate Planning
Wealth Transfer
Market Analysis
Life Transitions
Details
- Year established: 2025
Highlights and features
- We provide ongoing financial guidance through life's changing circumstances
- Our one-page plans adapt as your goals evolve over decades
- Certified advisors with combined decades of industry experience
- Transparent approach explaining every financial decision clearly
- Proven track record of client satisfaction with referrals from satisfied families
Associations and certifications
- CFP (Certified Financial Planner)
What people say
Quick responses
Proactive approach
Valued customer
Clear strategies
Complete trust
Services
Financial Planning
We create customized financial plans that adapt to life changes. Our one-page approach focuses on actionable steps rather than static documents. Clients receive ongoing support to execute their plans through major life transitions.
Retirement Strategy
Specialized retirement planning services help clients achieve financial independence. We develop tax-efficient income strategies and investment approaches tailored to individual retirement goals and risk tolerance levels.
Tax Optimization
Our tax-efficient strategies minimize liabilities both now and in retirement. We coordinate with clients' accountants to implement legal tax reduction methods that align with overall financial objectives.
Investment Management
We construct diversified investment portfolios using low-cost exchange-traded funds. Our approach balances growth potential with risk management, focusing on long-term wealth preservation and market adaptability.
Legacy Planning
Our legacy planning services ensure clients' wishes are honored through proper estate documentation. We help establish appropriate insurance coverage and develop strategies for transferring wealth to future generations.
People
Nic Nielsen
CFP, CLTC
Certified Financial Planner with expertise in retirement strategies and tax optimization. Former chemical engineering student who discovered passion for financial advising through helping his grandfather understand investments. Specializes in making complex financial concepts accessible.
Jeff Walters
CFP
Certified Financial Planner with decades of experience guiding families through financial decisions. Focuses on simplifying complex financial situations into actionable plans. Combines technical expertise with personal approach to client relationships.
Will Miller
Financial Advisor
Finance professional with master's degree in finance and experience teaching personal finance. Specializes in connecting financial planning with personal values. Brings educational background to client interactions for better understanding.
Questions
What makes your financial planning approach different?
Our one-page living plans adapt to life changes with ongoing support, avoiding static annual reviews in favor of continuous guidance.
How do you help clients implement their financial plans?
We break plans into actionable steps and provide continuous support through regular check-ins and immediate access for urgent questions.
What experience do your advisors have?
Our team includes Certified Financial Planners with decades of combined experience serving high-achieving professionals and families.
How are your fees structured?
We use asset-based fees (up to 1.15%) covering planning and management, with lower rates for larger portfolios and transparent commission-based options.
What areas do you serve?
We work with clients in Charlotte, NC and virtually across the United States through secure digital platforms.
How often do you meet with clients?
We conduct annual reviews plus additional meetings for life changes or urgent financial decisions, with immediate availability for questions.
Videos
Reviews (6)
Chuck Hamilton
Jun 12, 2021
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Positive:Professionalism,Responsiveness
Nic's insight has been very helpful with my retirement planning. He's always very responsive, and his insight has proven time and time again to be on target with my goals. I trust Nic fully and would highly recommend his services!
Nic's insight has been very helpful with my retirement planning. He's always very responsive, and his insight has proven time and time again to be on target with my goals. I trust Nic fully and would highly recommend his services!
Beth Hughes
Jun 04, 2021
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Jeff and Nic always take the time to fully understand my financial needs, explain my options, and follow up on any actions we take. I'm confident that they have my best interests in mind on a daily basis. They truly prioritize their relationships with their clients and are fantastic financial partners.
Lisa
May 13, 2021
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A friend of mine referred me to Nic and Jeff several years ago and I am so glad he did. They are professional but also personable and go out of their way to get to know their clients and understand their priorities. Nic and Jeff always spend as much time as necessary to make sure my questions are answered. I honestly believe it is not just about the investments, it is about making sure I have a plan in place that I am comfortable with. I have and will continue to refer them to any one in need of a top notch financial advising team.
Tucker
Feb 05, 2021
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Positive:Professionalism,Quality,Responsiveness
Nic is very knowledgeable, professional and quick to respond to any of our questions. We felt very comfortable and relaxed with him. We highly recommend Nic.
Nic is very knowledgeable, professional and quick to respond to any of our questions. We felt very comfortable and relaxed with him. We highly recommend Nic.
Lori Zeind
Jan 31, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
I have worked with this team for many years. Nic and Jeff want to help understand you and your needs. They are continually looking at all your options and strategize the best approach for you. They have impeccable values and a great team to work with!
I have worked with this team for many years. Nic and Jeff want to help understand you and your needs. They are continually looking at all your options and strategize the best approach for you. They have impeccable values and a great team to work with!
Trisha Hamilton
Jan 16, 2021
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Positive:Professionalism,Responsiveness
Nic is very trustworthy and always gives wonderful advice. I always feel he listens to my needs. He is super patient and explains things on a level I can easily understand so I can make the best informed decisions for my family. Thanks Nic! You are the best!
Nic is very trustworthy and always gives wonderful advice. I always feel he listens to my needs. He is super patient and explains things on a level I can easily understand so I can make the best informed decisions for my family. Thanks Nic! You are the best!
