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®

Paradigm Wealth Partners

My objective as a Wealth Advisor at Paradigm Wealth Partners is to help guide and educate clients and prospective clients to make informed financial decisions.

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

Wealth Advisor and Owner

I am a financial planner that helps you retire with confidence. | Author 📖 and Host 🎙 of "What The Wealth?!"

Wealth Advisor @ Paradigm Wealth Partners | CFP®

Wealth Advisor @ Paradigm Wealth Partners | Author and Host of "What The Wealth?!"

Helping clients create the life they love with financial clarity and confidence

As a Wealth Advisor at Paradigm Wealth Partners, I have over 13 years of experience in guiding and educating clients and prospective clients on how to make informed financial decisions. I am a CERTIFIED FINANCIAL PLANNER™ Professional and the author and host of "What The Wealth?!", a book and podcast that teach the concepts of money management and financial freedom.

I work with young professionals and families across the country who are going through life transitions such as getting married, having a baby, buying a home, changing jobs, or planning retirement. I help them plan for and create the life they love, free from anxiety around money. I provide them with comprehensive and personalized financial advice on topics such as career coaching, student loan analysis, investment strategies, saving for the future, company benefits optimization, insurance education, and tax planning.

Securities offered through LPL Financial. Member FINRA/SIPC. Paradigm Wealth Partners 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.

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.

The financial professionals associated with LPL Financial 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.

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The Battle

Nic Nielsen, CFP®

Jonathan P. Bednar, II, CFP®

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