Financial Plan, Inc.

Financial Plan, Inc. As an industry-leading wealth management firm, we have been helping clients build comprehensive financial plans tailored to their unique goals since 1996.

All Financial Plan advisors are CFP Practitioners with a combined total of over 70 years of financial experience. We have the maturity and seasoned judgment that comes from managing accounts through major asset bubbles and bear markets. We've seen it all before, and we know how to manage wealth with a steady hand.

Numbers Unlimited is back for 2026! Check out our handy guide (it includes all the tax and financial planning numbers yo...
01/27/2026

Numbers Unlimited is back for 2026! Check out our handy guide (it includes all the tax and financial planning numbers you'll need for the year) or share it with a number-crunching friend!
Download it for free here: https://financialplaninc.com/numbers-unlimited/

We got chills…they’re multiplying. And we’re losing control!
10/31/2025

We got chills…they’re multiplying. And we’re losing control!

Thanks for another fantastic auction, Assumption Catholic School! You’re the best!
03/02/2025

Thanks for another fantastic auction, Assumption Catholic School! You’re the best!

Numbers Unlimited is our handy, annual summary of all the important numbers you need to know for the year ahead. Use it ...
01/29/2025

Numbers Unlimited is our handy, annual summary of all the important numbers you need to know for the year ahead. Use it for tax planning or share with a number-loving friend! Check it out here: https://financialplaninc.com/numbers-unlimited/

We've moved! Our new address is 11 Bellwether Way #301, Bellingham, WA. 98225. We look forward to serving you from our ...
01/14/2025

We've moved! Our new address is 11 Bellwether Way #301, Bellingham, WA. 98225. We look forward to serving you from our new location!

Update: these have been claimed! Local friends! We have multiple, high-quality cubicle panels (enough to create 4 office...
01/07/2025

Update: these have been claimed!
Local friends! We have multiple, high-quality cubicle panels (enough to create 4 office spaces +an extra panel) in like-new condition that we aren't using in our new space. We would love to give these to an office that can put them to use (free!) These are available for pickup in Barkley until early next week. Please feel free to share with anyone you think would be interested!

This three-hour tour is turning into an 8-hour workday! In honor of our imminent move to the Bellingham waterfront in 20...
10/31/2024

This three-hour tour is turning into an 8-hour workday!

In honor of our imminent move to the Bellingham waterfront in 2025, the fearless crew of Gilligan’s Island stopped by for a visit…Happy Halloween!

Address

11 Bellwether Way #301
Bellingham, WA
98225

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+13607141234

Website

Alerts

Be the first to know and let us send you an email when Financial Plan, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Financial Plan, Inc.:

Shortcuts

Share

Category