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Introduction
Know My Plan is a Financial Advisor and Planner with over 13+ years of professional experience in the industry like Investment Management, Life Insurance, Estate Planning, Cash-Flow Planning, Long-Term Care, College Financial Planning, and much more. We are passionate about helping people make the best financial decisions for their unique situation. We take the time to get to know our clients and understand their needs and goals.
Know My Plan has an integrated approach to financial planning, which means we combine different financial strategies to create a customized plan that meets the needs of each individual client. We believe in educating our clients so they can make informed decisions and have the tools they need to achieve their financial goals. We strive to provide the best service in order to help my clients make the most of their finances.
Know My Plan has an integrated approach to financial planning, which means we combine different financial strategies to create a customized plan that meets the needs of each individual client. We believe in educating our clients so they can make informed decisions and have the tools they need to achieve their financial goals. We strive to provide the best service in order to help my clients make the most of their finances.
Contact Info
Address:
Woodward Building, 11215 N Community House Rd Suite 775
Charlotte
NC 28277
United States
Charlotte
NC 28277
United States
Tel:
+17042439376
Website:
https://www.knowmyplan.com/
Offering
- Financial Advisor
- Investment Management
- Life Insurance
- Estate Planning
- Cash-Flow Planning
- Long-Term Care
- College Financial Planning
Hours of operation
| From | To | From | To | From | To | ||
|---|---|---|---|---|---|---|---|
| Monday | Open | ||||||
| Tuesday | Open | ||||||
| Wednesday | Open | ||||||
| Thursday | Open | ||||||
| Friday | Open | ||||||
| Saturday | Open | ||||||
| Sunday | Open | ||||||
