Know My Plan

Helping clients maintain, build, & transfer their wealth to their loved ones or charities. Financial planning doesn't have to be overly complicated. You don't have to do it alone. I enjoy working with clients who want to build a financial plan together thru a deep understanding of your goals both while working, in retirement, and beyond.

All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.

CERTIFIED FINANCIAL PLANNER™

SunTrust Investment Services, Inc.

VP, Financial Advisor

Financial Advisor

Licensed Financial Sales Consultant 2

I’m a Financial Planner that helps Sales Executives reduce financial anxiety with a 1-Page Plan.

Phone:  704-243-9376 | Email:  nic@knowmyplan.com | Website:  www.knowmyplan.com

I design financial plans for busy executives and their families.

Feel confident about your money with a complete overview of your financial situation

Reduce overwhelm by understanding exactly where you’re at in your journey

Reduce financial anxiety with a high-level plan for the future

You also want to reduce stress, save time, pursue your goals!

As a high earner, you deserve a customized plan to meet you and your family.  No more rules of thumb.  Your goals determine your financial plan, and your financial plan will determine your goals.

The financial plan is your life adventure map.  The plan will need to be monitored and adjusted over time.  That is why we love financial planning.  The process requires relationships built over years!

Securities offered through LPL Financial, Member FINRA/SIPC.  For links to FINRA/SIPC, refer to the Contact Information section above. Advisory Services offered through Independent Advisor Alliance a registered investment advisor and separate entity from LPL Financial. 


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 financial professionals associated with this site 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 from any resident of any other state.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Nic Nielsen, CFP®

Kerusso Inc

Lead and mentor a multi-channel sales team—including, 3 directors, 1 sales manager, and 4 account managers, overseeing 6 rep groups with over 100 sales representatives. The focus is on strengthening long-term customer relationships and driving market expansion across all brick-and-mortar channels.

As a member of the executive leadership team, contribute to strategic planning efforts where I listen deeply, interpret data trends, and deliver solutions that align with client values and behaviors.

Key wins include:
✅ Implemented time-focused coaching techniques, resulting in a 38% improvement in KPI metrics.

✅ Developed forecasting tools that improved shipment rates to 99%, exceeding revenue plans by $1M.

✅ Elevated sales team performance by 38% through KPI-driven coaching and time optimization strategies.

My time at Kerusso has sharpened my understanding of customer behavior, loyalty, and lifecycle strategy.

Vice President of Sales

Kairos (Time) Management Solutions - The Infinity Lifestyle Design

Founded Kairos Management Solutions to help individuals and organizations unlock greater productivity and performance through strategic time optimization. Developed the Time Management Analysis (TMA), a proprietary framework used to assess and enhance time efficiency for both teams and leaders.

⏳ Designed and implemented formal time optimization systems, improving client productivity by an average of 20% across multiple industries.

⏳Partnered with corporations to integrate time management strategies that supported revenue growth, operational efficiency, and team alignment.

⏳Published and distributed over 20,000+ time management tools and resources, driving awareness of time as a critical performance lever.

⏳Recognized as the Most Innovative Lifestyle & Financial Planning Firm 2024 – Southeast US by Wealth & Finance International.

⏳Built an international consulting partnership with Forethought Corporate Communication (India), extending global impact.

⏳Authored The Time-Optimized Life, ranked #8 Non-Fiction Book 2024 by Outstanding Creator Awards.

Kairos serves as the foundation for my leadership philosophy—applying disciplined, results-driven time strategies to drive sales performance, enhance client engagement, and lead high-performing teams in dynamic, growth-focused environments.

Founder

Retirement Coaches Association

The RCA is made up of experienced certified coaches, financial professionals, human resource specialists, PHD’s and many others. This also makes it the perfect professional organization for new Retirement Coaches. We foster a community that nurtures and promotes the growth of its members in clinical application, business concepts, marketing, and networking

Certified Professional Retirement Coach

Rethinking65

Columnist

AdvisorHub

Contributing writer for AdvisorHub magazine.

Freelance Writer

The P&A Group, LLC

Led strategic growth initiatives across a diversified portfolio of seven business entities within the consumer goods and manufacturing sectors, including industrial fabrics and golf commercial printing. Served as the primary driver of sales strategy, market expansion, and process optimization, delivering consistent revenue growth and operational improvements.

🎯Directed sales and marketing strategies for five business units and acted as sales consultant for two additional companies, contributing to double-digit revenue growth in 2021.

🎯Achieved a 57% revenue increase for ASB Graphic, LLC through strategic relationship development and targeted market expansion.

🎯Improved overall performance at SSG, LLC by 8%, leveraging enhanced sales processes and customer engagement strategies.

🎯Integrated HubSpot CRM across all entities, creating a standardized, data-driven approach to client acquisition and pipeline management.

🎯Conducted comprehensive financial valuations, economic assessments, and strategic analyses to identify new market opportunities and support sustainable growth.

🎯Designed and launched a trade show strategy, including participation in industrial fabric exhibitions and the PGA Merchandise Show, to drive brand visibility and generate new leads.

At P&A, I transformed a reactive sales culture into a proactive, results-driven organization, aligning multi-brand strategies with measurable performance outcomes and scalable growth initiatives.

Vice President Of Business Development

Kerusso Activewear Inc

Enhance customer service and increase market share with all brick and mortar customers. Manage a team of category analysts, national sales managers, independent contract representatives and company sales associates. Participate in all strategic planning as a member of the executive leadership team.

Vice President of Sales - Traditional Retail

DaySpring Cards

As a company leader, formulate the business development strategies, profit objectives, and revenue growth tactics of the General Market, International, and Christian Retail channels. The designated corporate liaison with Hallmark on product development, sales operations, and direct selling collaboration across a variety of networks. Supervise a team of three account managers and the field sales organization

Sales Director - National Accounts

Hallmark Cards

Advanced through the ranks to National Account Manager. Responsible for the analysis and implementation of sales and marketing programs along with operational functions in a Scan Based Trading (Pay-from-Scan) environment.

National Account and Operations Manager

JC Penney

Directed sales and profit goals for assigned departments.  Personnel functions included: managing up to 10 associates, sales training, and annual performance reviews

Senior Merchandise Manager

Sales Leadership | Bringing Structure, Clarity & Purpose to Life | Expert in Time Optimization | Author of "The Time-Optimized Life"

Visionary sales executive with a passion for scaling revenue and building high-performance teams in competitive consumer goods markets. Adept at leading complex sales operations, driving strategic partnerships, and applying innovative time optimization strategies to unlock growth potential across diverse retail channels.

Sales Leadership
As Vice President of Sales at Kerusso, I’ve lead high-performing teams and growth initiatives that strengthen customer loyalty, increase revenue, and revived dormant relationships. Over the past two decades, I’ve refined a leadership style grounded in behavioral insight, data-informed decision-making, and purpose-based engagement. 

Learn more at: https://www.kerusso.com/

Content Leadership:
My writing in Rethinking65 and AdvisorHub Magazine explores the intersection of wealth management and lifestyle design, highlighting how forward-thinking financial firms can leverage non-financial coaching to strengthen client relationships and secure multi-generational assets.

Retirement Lifestyle:
There's a critical blindspot in traditional retirement planning: while financial advisors excel at creating wealth strategies, they often lack the tools to help clients design fulfilling post-career lifestyles. This disconnect leads to client dissatisfaction, purpose anxiety, and ultimately, the transfer of wealth away from the advisor's firm.

As a Certified Professional Retirement Coach and author with decades of business leadership experience, I bridge this gap through my Infinity Lifestyle Design program. Using my proprietary Retirement Time Analysis (RTA), I assess clients' preparedness across six essential dimensions and develop customized time optimization strategies that complement their financial plans.

Wealth management firms that integrate my retirement lifestyle coaching services gain a powerful differentiator in a crowded marketplace while addressing the most common reason clients leave their advisors: lack of comprehensive life planning.

Ready to transform how your firm approaches retirement planning? Let's discuss how time optimization can become your competitive advantage.

Learn more about my services at: https://infinitylifestyledesign.com/

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The Battle

Nic Nielsen, CFP®

David Buck

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