Know My Plan

All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser

Financial Planner

WM Wealth Planning

I'm a planner that helps sales executives reduce stress around their finances and keep more of their hard earned money by not leaving the IRS a tip 😉

What's that magic number 🔮 for you to be financially independent?
You probably don't know.

So often people are "saving" but don't know what they are saving for or how much they need to be saving to make it happen.

Or perhaps you get this big commission check and then 3 days later... you have nothing to show for it.

Don't worry, it's completely normal.

📌 Why do people hire me? 
- They aren't sure if they are on track for their goals
- They don't want to just save for the future, they want a plan that allows them to live life today
- They realize they aren't an expert 
- They don't want to be overwhelmed or make a big mistake
- They want help making complex topics ➡️ simple

📌 Who do I work with?
- Sales professionals, small business owners, professionals with variable compensations
- Typically between 25-45 years old

Your financial life is a fortress 🏰 

But... 

There are barbarians coming to attack ⚔️
-Taxes
-Healthcare costs
-Behavior

A good financial plan creates a moat around your fortress to protect it 🛡️

The best plan is the one that you are taking action ➡️ so let's get to work!

Phone: 267-656-7363 | Email: will@knowmyplan.com | Website: www.knowmyplan.com

Securities are offered through LPL Financial, Member FINRA/SIPC. For links to FINRA/SIPC, refer to the Contact Information section above. 

Know My Plan is another 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.

William Miller

Customers Bank

Commercial Banking Relationship Manager

VP - CRE Relationship Manager

VP - Real Estate Specialty Finance, Construction & Bridge PM

AVP - Multi Family and Investment CRE

- Manage a portfolio of over 85 real estate loans with a value of over $520 Million.
- Construct and maintain financial models to evaluate the financial strength of the portfolio.
- Problem-solved with borrowers throughout the Covid-19 pandemic and provided remedies and aid to properties effected by reduced cash flow, increasing vacancies and reduced property values.
- Assist in underwriting of existing loans to determine asset quality and opportunity for extensions, rate-resets and refinance.

Multi-Family and Investment CRE Portfolio Manager

Reading Liederkranz

Treasurer & Board Member

United Way of Berks County

Focus Area Panel (FAP) - Education

Campaign Cabinet Structure Chair

Campaign Specialist

GREATER READING YOUNG PROFESSIONALS

Board Treasurer

- Oversees the development and growth of all aspects of the organization and its 400+ members including networking, and annual fundraising events to benefit the local community.
- GRYP Liaison to the Reading Chamber of Commerce.

Board Member

- Loaned Campaign Specialists (LCSs) work with United Way staff, company CEOs and campaign coordinators to plan, manage and facilitate United Way campaigns for employee groups in the workplace. They make presentations to thousands of employees, cultivate relationships and manage company campaigns.
- Contributed to exceeding the campaign goals in raising over $11 Million for the Berks United Way.

Origlio Beverage

Inventory and Order Fulfillment Specialist

Wilkes University Small Business Development Center

- Assisted over 50 entrepreneurs in Business Plan creation, financial projections, and marketing research
- Consulted clients on marketing strategies, such as website design, social media utilization and promotional plans to increase cash flow

Assistant Consultant and Graduate Assistant

- Performed Property inspections on Bank funded Commercial Properties
- Assisted in Annual Reviews for Financial Position of outstanding Bank Loans
- Compiled necessary documents for FED and CRE Lending Audits
- Completed a Team-Based project on the Effects of Cryptocurrencies on the Banking Sector that was   presented to the COO and other Executives of the Bank.

Multi-Family Portfolio Management Project Assistant

CQA Institute

The Advanced Investment Management (AIM) Course is a highly selective, two-week intensive seminar beginning May 20, 2018.  The course is taught by experienced investment professionals and is intended for highly motivated undergraduate students interested in a career in investment management. Apply today for the opportunity to be a member of this select group of students who will be admitted to the program.

Scholar

Treasury and Corporate Planning Project Assistant

I am currently a Commercial Banker covering the East Coast.  Previously I managed a portfolio of ~ 30 Real Estate Specialty Finance (RESF), Bridge, and Construction loans; managed 70+ Multi-Family and Commercial Real Estate (CRE) loans; and been an SBA Small Business Development Centers (SBDC) Assistant Consultant.  I am an avid investor in the stock, crypto and the NFT markets.   I have a history in E-Commerce with experience in targeted Facebook and Instagram advertising campaigns, marketing campaigns, and website design.

My current interests and training include MF & CRE, angel investing, commercial banking, investment banking, leadership, sales, international speaking, private consulting, M&A, private equity, venture capital, space, cryptocurrency, blockchain, DeFi and NFTs.

I serve on multiple non-profit boards; I am an avid investor in revolutionary ideas; And am always seeking investment opportunities in companies and people.  Connect and let's discuss how we can work together.

taplio

The Battle

William Miller

Aaron Sadowski, MBA

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