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®

MassMutual Greater Philadelphia

➤ WHAT WE DO:

Pivotal life events often occur without warning. At MassMutual Greater Philadelphia, we take great pride in knowing that we have helped our neighbors, friends, families and business owners make good decisions about being financially prepared for the unexpected. We put the needs of our clients first and hold the strong belief that doing business correctly leads to long-lasting relationships with the communities we serve.

➤ HOW WE DO IT:

I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:
Define your personal financial goals
Develop a financial strategy that can help you achieve these goals
Suggest suitable products and solutions based on your needs
Implement your strategy with products and services that help meet your needs.

➤ WHAT MAKES US DIFFERENT:

Unlike other financial professionals, our advice is based around creative, proactive ideas, instead of products. We understand you are busy, so we specialize in simplifying the decisions you need to make so you can confidently take action and quickly transform your financial well-being.

✔ Want To Learn More?:

☏ (609) 235-4009
✉ jstabile@financialguide.com
https://greaterphiladelphia.massmutual.com/about-us/our-princeton-team/joseph-stabile

Tax Planning | Retirement Planning | Insurance Strategies


I am a Registered Representative of and offer securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 2 Bala Plaza, Ste 901, Bala Cynwyd, PA 19004. Tel: 610.766.3000.

I currently hold securities licenses in: AL, CA, CO, DE, FL, MA, MD, NJ, NY, OH & PA and insurance licenses in AL, CO, DE, FL, MA, MD, NJ, OH, PA, SC, TX & VA.

Certified Financial Planner

Managing Associate

Great financial advice is hard to come by these days.

For two main reasons: 

1️⃣ You don’t know who to trust.
2️⃣ There’s too much noise.

My mission is to deliver financial advice that improves lives exponentially.

Through Financial Management Oversight, my clients receive value in two ways:

1. Qualitative
I transform their uncertainty and stress around money into confidence. 💡

2. Quantitative
I identify and fix money inefficiencies in their life, so they can keep more of what they earn. 💸

If you've made it this far and are wondering if I can help YOU....

Here’s the good news: You won’t pay a dollar in fees unless the value is clear.

🔍 I admit – I can’t help everyone, which is why I’ve designed a simple, two-step process to evaluate if we should work together:

1️⃣ A 15-minute intro call to assess if there’s a fit.
2️⃣ A 60-minute strategy session to uncover how much value I can provide.


💼 Who do I work with?
I specialize in working with:

Real estate professionals (Realtors/Mortgage Pros)
High-income millennials (age 30-50) with Equity Compensation 📈
High-income millennials (age 30-50) managing student loans (Doctors, Attorneys) 🎓

👉 Send me a DM or schedule a call below if you’d like to explore more:
https://calendly.com/josephstabile/discovery

Joseph D. Stabile, CFP®, ChFC®, CEPA®

The financial industry has a problem.

Most people are stuck with 2 bad options:

1) DIY their finances and hope they're not missing anything
2) Work with an advisor who only wants to talk about their investments or insurance

Meanwhile, the real questions go unanswered:

→ How do I balance saving for my kids' college and my own retirement? 
→ Am I paying too much in taxes? 
→ Should I pay off my mortgage or invest more? 
→ How do all these pieces actually fit together?
→ Is my financial life organized for my family if I pass away?

Most people get fragmented advice.

Their CPA doesn't talk to their financial advisor. 
Their financial advisor doesn't understand their equity comp. 
Nobody's looking at the full picture.

𝗧𝗵𝗮𝘁'𝘀 𝘄𝗵𝘆 𝗜'𝗺 𝗹𝗮𝘂𝗻𝗰𝗵𝗶𝗻𝗴 𝗖𝗼𝗮𝘀𝘁 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹.

Coast to coast - providing confidence and direction for families who need more than investment management.

Clear planning. Educational approach. All aspects of your financial life.

The truth is, most people would benefit from a comprehensive financial plan - they just don't realize it yet.

Coast Financial is my commitment to changing that.

Over 6 years in this industry, I've been fortunate to work with hundreds of families and grow my financial planning practice 3x just this year.

To everyone who's trusted me so far: thank you.

This is just the beginning.

Joseph D. Stabile, CFP®, ChFC, CEPA

Modern Financial Advice for Millennials (30-45) Earning $300K+ Who Are Self-Employed or Have Equity Comp | Founder and Advisor

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The Battle

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Joseph D. Stabile, CFP®, ChFC®, CEPA®

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