Nielsen

About Nielsen

70••••••76 | n•••@knowmyplan.com | take tremendous pride in helping our clients build strong, lasting portfolios that provide financial confidence while helping to reduce the anxiety and overwhelm that can be an anchor to many. As a high achiever, we know that you like to get things done and we also know that you likely lead a busy life—one that doesn’t allow time for everything. By working together, we’ll build a custom plan designed specifically for you and your family—based on your specific goals. You will finally know that you’ve got a team on your side. We repeat this phrase often: “Your goals determine your financial plan, and your financial plan will determine your goals.”Your financial plan will act as your financial adventure map, it will most certainly change over time. But this is why we love financial planning; the journey never ends, it allows us to build great relationships with our clients over many years. We work with clients throughout the United States, while our office is based in Charlotte, NC. I’m Nic, a CERTIFIED FNANCIAL PLANNER® professional and co-founder of the financial planning practice, Know My Plan. We design and implement financial plans for high-achieving professionals and their families.If you or someone you’re close is a high-achiever and could use the help of a financial planner, please get in touch, we are currently taking on great new clients. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FNANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Know My Plan is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

Experience

1. Certified Financial Planner, Rjfs

   Know My Plan

   Sep 2017 — Present · Charlotte, NC, US

   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.

Education

• University of Saint Francis

  Bachelor of Arts (B.A.), Business Administration

  2002 — 2004

• Southeastern Illinois College

  N/A, Engineering

  2001 — 2002

• Vincennes University

  N/A, Engineering

  2000 — 2001