Financial Plan, Inc.

Financial Plan, Inc. is an independent, fee-only, large SEC regulated Registered Investment Advisory 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.
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Advisors at this Office

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This Office

2115 Barkley Blvd Ste 101 Bellingham, WA 98226-6611 Phone: (360) 714-1234 Fax: (360) 738-3125

Primary Office

2115 Barkley Blvd Ste 101 Bellingham, WA 98226-6611 Phone: (360) 714-1234 Fax: (360) 738-3125