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®

Northwestern Mutual

WMC Financial Advisor

Calvary Church

I recruited and managed volunteer production teams in Audio, Video and Lighting technology over 5 weekly services and 75 one-time events per year. I was in charge of integration of new technologies in our 800 person capacity Worship Centers, classrooms, and youth rooms at two church campuses and for 40 staff members.

Technical Director

Eagle Brook Church

I worked at 2 locations, providing a high quality listening experience and technical troubleshooting for 4 regular weekend services averaging 4000 weekly attenders. I mixed regularly on a Digico SD8 + Yamaha CL5 sound boards.

Audio Engineer 

The Contemporary Music Center

I mixed for a national college music tour as their Front of House engineer using an Avid SC48 digital mixing console, ProTools 10, along with designing light shows on a Jands Vista + M1 Console.

Audio Engineer

University of Northwestern - St. Paul

I conceptualized, wrote and produced 100+ radio segments and hosted a regular radio show that included custom built PSAs and commercials. I recorded and edited this content using Adobe Audition and ProTools while leading the student radio production team.

88.1 WAJC Radio Producer

I produced events including concerts, theater shows, conferences, and large scale dance recitals. I regularly mixed on a 64-channel Midas H3000 board for live audio events, while running video content through ProPresenter and light shows through a Grand MA 2 light board

Stage Technician

Youth With A Mission

I recruited for our non-profit volunteer training programs using Salesforce and helped organize data + landing pages for new prospects. I was part of a team that created original video/audio/print projects for a national non-profit tour in Australia that reached 2 million people. I worked on projects with proficiency in Final Cut Pro 7, Logic, AfterEffects, Premiere, Photoshop, InDesign, and Illustrator. I led a team of volunteers who managed website and social media using Wordpress + HootSuite.

Audio Visual Communication Specialist

Don't let the nerd glasses fool you: I didn’t come to financial planning the way most do. 

In 2008, my parents lost most of their retirement savings by trusting the wrong financial advisor. Watching them start over made me realize how important it is to work with people of integrity.

In 2012, my younger sister got diagnosed with a rare medical condition, forcing her to shut down a business that was just starting to take off. 

In 2019, my sister nearly died for the 2nd time and my parents poured their last dollars into experimental treatments. The financial strain led to their divorce. Thankfully, my sister survived.

↓

In 2020, at the height of COVID, I took a leap and switched my career from engineering to financial planning. 

I had to get off the sidelines and start helping the people I cared about.

I’d been through too much to not be changed. 

Had experienced how finances touch the deepest parts of our lives. 

↓

Life is full of challenges, friends. 

And triumphs. 

You don’t have to walk through it alone.

I’ve dedicated my life to empower others to have financial flexibility— so they can live more and worry less.



How My Team & I Can Help You: 

Today, as a Certified Financial Planner™, I run a virtual national practice serving tech professionals, particularly career changers and those from diverse backgrounds.  

🛠 Blending a deep understanding of the tech world and financial psychology, our team can help build a comprehensive financial plan that ↓

1. Honors your vision, values, and culture.
2. Creates a lasting impact on your wealth potential.
3. Simplifies & solves complex financial problems unique to the tech space.
4. Offers ongoing support through important life events.
5. Empowers you to navigate the ever-evolving tech landscape with confidence.

✅ Services we offer: 

Fee-based Financial Planning including:
• Investment Planning
• Insurance Planning
• Tax Planning Strategies
• Equity Compensation Strategies
• Early Retirement Planning
• 529/Education Planning
• Estate + Succession Planning

🌏 I was born and raised in India surrounded by many peoples and cultures. Diversity and cross-cultural competency is a huge part of who I am and a core value of our practice, along with empowering first and second-gen Americans to build generational wealth. 

🤝 I value building authentic relationships on this platform. Want to chat? Shoot me a DM.

taplio

The Battle

Nic Nielsen, CFP®

Micah Engel, CFP®

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