Business Hours
Monday 8:30am - 5:00pm
Tuesday 8:30am - 5:00pm
Wednesday 8:30am - 5:00pm
Thursday 8:30am - 5:00pm
Friday 8:30am - 5:00pm
Year Established
1996
Listed In: Financial Planning, Investment Services
Financial Plan, Inc. is an independent, fee-only, wealth management firm in Bellingham, Washington. All of our advisors are required to be CFP practitioners, and all subscribe to an identical investment philosophy. We have a small, loyal client base of high net worth investors, and provide… Financial Plan, Inc. is an independent, fee-only, wealth management firm in Bellingham, Washington. All of our advisors are required to be CFP practitioners, and all subscribe to an identical investment philosophy. We have a small, loyal client base of high net worth investors, and provide comprehensive financial planning advice to each of our client households. Read more