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/

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