Know My Plan

06/04/2026

GTC 52 - Fun Part of Financial Planning

06/03/2026

Who we work with: Meet Susan

Susan's a 62-year-old Lawyer

She's an empty nester with grown children and excited about her future and spending time traveling and hopefully visiting future grandkids

Income $405,000

Has never had a formal investment plan, has substantial 401k and IRA balances

Both her 401k and IRA are FULLY invested in target date funds

Has more than $330,000 across her savings accounts

From Susan: "I know I've needed an investment plan, I just never got around to it—however I've been diligently allocating to my retirement accounts and savings accounts."

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We help high-achieving professionals retire to a life they love.

Financial planning can be overwhelming, and we don't just give you a list of ideas to improve your life.

We work alongside you to help you build execute your financial plan.

If you could use the help of a financial planner, please connect with us.

-Nic

06/03/2026

GTC 49 - Roth IRA Penalty

06/02/2026

Who we work with: This is Sarah's situation

Sarah's 47 years old who earns a good six-figure salary and is raising her two boys as a single mom.

She recently lost her mother and received an inheritance.

When Sarah called us her number one concern was that she wanted to be a good steward of the money that her mom left behind.

Sarah hasn't worked with a financial advisor in the past and does not have a financial plan, however she's excited about the idea of getting her finances organized and a plan in place.

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We help high-achieving professionals retire to a life they love.

Financial planning can be overwhelming, and we don't just give you a list of ideas to improve your life.

We work alongside you to help you execute your financial plan.

If you could use the help of a financial planner, please connect with us.

-Nic

06/02/2026

GTC 47 - Money Time Better

06/01/2026

Who we're helping: Couple earning mid six-figures in their mid 40's.

"Nic, I think we're ready to switch advisors."

This couple has most of their ducks in a row.

They're currently are working with another advisor but reached out eager to make a change.

Additionally, they're also looking to make another move; sell and buy a new house.

Their current home is valued at about $675k in which they have about $400k+ in equity. They're eager to move to a new neighborhood nearby and their ideal home will be about $1.2M.

Their small business is doing well as is Melissa's thriving corporate career. Shortly after moving over to Know My Plan, we made some minor investment and savings allocation changes and began setting up their portfolio to best maximize their upcoming home sale and new purchase, aiming to maximize savings and interest borrowing rates.

We're excited to have them as new clients and can't wait to watch them thrive over the years. We're also excited to surprise them with a housewarming gift, hopefully early this fall!
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If you're a high-achieving professional and recognize it's time to seek a professional to help you and your family put a financial plan in place, please get in touch with us, we're currently taking on great new clients.

*If you're already working with an advisor but have considered making a change, please know that we help people do this all the time. It's a simple transfer process that can be done without you having to be involved at all (if you like).

We can't wait to work with you.

Nic

06/01/2026

05/31/2026

Financial planning before the summer kick-off.

Every year, we find that people are motivated to work with a financial planner prior to the summer fun.

Like clockwork, there are a few periods of time every year that lend themselves to getting your financial house in order, right now happens to be one of them.

You've heard it a million times, but it's worth repeating: The best time to plant a tree was 20 years ago, the second-best time is today.

Time is greatest asset, and we want to help you take advantage of it as much as possible.

If you're a high-achieving professional that could use the help of a financial planner, please connect with us.

We'll get you on track toward financial freedom ahead of your summer fun.

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We help high-achieving professionals retire to a life they love.

Let us help you establish and execute a financial plan built for you.

-Nic

05/31/2026

GTC 39 - Prioritize Goals | Spend the rest

05/30/2026

The six questions that every family needs to be able to answer by age 45

A good financial plan answers these six big questions:

• What happens if I can no longer work?

• What happens if I die prematurely?

• How will we fund our children's education?

• How much do I need for my own retirement?

• What happens if I need care later in life?

• How will we transition our assets to our loved ones most efficiently?

If you can't confidently answer these six questions, PLEASE find a financial planner that you trust and begin the process.

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If you're a high-achieving professional and recognize it's time to seek a professional to help you and your family put a financial plan in place, please get in touch with us, we're currently taking on great new clients.

*If you're already working with an advisor but have considered making a change, please know that we help people do this all the time. It's a simple transfer process that can be done without you having to be involved at all (if you like).

We can't wait to work with you.

Nic