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®

The only brand strategist in advisor marketing that helps financial advisors discover their niche, craft their positioning, and tell their stories to get more inbound leads of dream clients.

Most advisors want to grow, but they’re stuck in an old model. They’re tired of chasing prospects, begging for referrals, or feeling like their brand is invisible. The truth?

You’re only a trusted advisor to the clients who already know you.
To grow, you need to become a trusted authority—and that’s where I come in.

Hi 👋 I’m Natalie Hales, and I help financial advisors stop spinning their wheels and start attracting ideal clients.

With 14 years of experience in advisor marketing across Canada and the U.S., I’ve worked with everyone from top independent advisors to national firms like Canada Life and global associations like MDRT.

My signature framework, The Niche Funnel™, flips the traditional sales funnel on its head.
Instead of shouting into the void, we focus your niche, refine your brand, and develop a strategy that magnetizes the right people so they come to you.

🔹 Niche Sprint: Define your ideal audience and unique value
🔹 Brand Sprint: Craft your brand story and messages
🔹 Marketing Sprint: Build a strategy and 90-day action plan that works

Together, these Sprints make up The Niche Funnel™, the fastest and most effective path to gain both authority and attention. 

Advisors who join my community, The Power Network™, continue to grow their niche (and build the referrals that come with it) inside a strategic network of advisors who actively seek to help you succeed.

I’ve helped advisors land $20M accounts, build referral-based practices, and finally feel like their brand reflects their value.

This work is personal.
When both of my parents became disabled and I faced a rare genetic diagnosis, I saw just how life-changing the right advisor can be.

Now, I help advisors become visible for the right reasons—and attract the right people with confidence, clarity, and purpose.

Stop chasing leads. Start attracting dream clients.
Let’s build a brand that works as hard as you do.

DM me the word BRAND and let’s talk.

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The Battle

Nic Nielsen, CFP®

Natalie Hales

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