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®

Grayson Hogard 🍪🌎

Grove Cookie Company

Enhancing Your Relationships One Cookie at a Time!

Our goal is simple:
• boosting your relationships
• assisting you in creating more client and prospect engagement
• making the process of gifting a streamlined and enjoyable experience.
• making direct mail projects a breeze!

Grove Cookie Company specializes in crafting out of this world, soft and delicious cookies.

Woman & Veteran-Owned

Founder

Bonneville Power Administration

• Inbound freight coordination for high voltage electrical equipment throughout BPA’s service territory.
• Hazardous material transportation training liaison.
• Designed and partnered with other company stakeholders in the development of the new hazardous material transportation policy.
• Implemented the BPA Hazardous Material Transportation Policy: training, curriculum, learning management software.

Logistics Management Specialist

Leadership position leading 5 team members in day to day operations:
• Inventory
• Fulfillment
• Strategic planning
• Long term storage coordination

Warehouse Supervisor

An awesome experience learning the ins and outs of heavy haul transportation and rigging.

I was able to travel all around the Pacific Northwest learning about BPA and seeing how our electrical grid works!

Rigging & Heavy Haul Transportation

Warehouse team member.

Standard functions included:
• Receiving
• Inventory
• Shipping

Warehouse Associate

Warehouse Team Member

United States Army Reserve

Military Police

US Army

Deployed to Afghanistan in support of Operation Enduring Freedom.

Detainee Operations

Cookies as a Service™️ | Founder @ Grove Cookie Company | The B2B Cookie Company

Thanks for stopping by and welcome to the cookie madness!

My wife and I founded Grove Cookie Company in 2021 (Instagram: @grovecookiecompany).

We are the premier B2B cookie company focused solely on enhancing your professional relationships.

What started as a fun side hustle crafting small batch, soft and delicious cookies, became a fun and exciting business that quickly outgrew our home kitchen.

In 2022, we moved our operation out of our home and into our very own production facility in Tigard, Oregon.

We use quality ingredients from companies known for their ethical treatment of animals and a commitment to sustainability, like Ghirardelli & Bob's Red Mill.

We offer nationwide shipping, DoorDash delivery, and pickup.

Cookies delivered - 2021, year 1: 13,990
Cookies delivered - 2022, year 2: 52,437
Cookies delivered - 2023, year 3: 220,186
Cookies delivered - 2024, year 4: 207,588 (increased our prices 33% in August)

Find me on IG: @graysonhogard

Message me if you'd like to try our cookies! We love shipping samples all across the United States.

Enhancing Relationships One Cookie at a Time!

Grove Cookie Company specializes in crafting out of this world, soft and delicious cookies.

Our goal is simple - make the process of gifting a streamlined and enjoyable experience for you, the gift giver.

taplio

The Battle

Nic Nielsen, CFP®

Grayson Hogard 🍪

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