Know My Plan - Building Financial Plans Together

Mar 2022

The Know My Plan team is the best. I can't recommend Nic and Jeff highly enough. They are helpful and they make sure complex topics are easy to understand.One part in particular I appreciate about Nic - he draws amazing diagrams and visuals to help break things down and make them even easier to understand. It's one thing to talk about it, it's another to see it broken down for me on paper.

Dec 2021

A friend of mine referred me to Nic and Jeff several years ago and I am so glad he did. They are professional but also personable and go out of their way to get to know their clients and understand their priorities. Nic and Jeff always spend as much time as necessary to make sure my questions are answered. I honestly believe it is not just about the investments, it is about making sure I have a plan in place that I am comfortable with. I have and will continue to refer them to any one in need of a top notch financial advising team.

Dec 2021

Jeff and Nic always take the time to fully understand my financial needs, explain my options, and follow up on any actions we take. I'm confident that they have my best interests in mind on a daily basis. They truly prioritize their relationships with their clients and are fantastic financial partners.