Your future is bright. Plan on it.
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.
Keywords: wealth management, private wealth management, financial wealth management, wealth management advisor, real investment advice, washington state wealth management advisor, wealth management firm, financial advisor washington, financial planning washington state
Interview Q&A
How long have you been in business?
Since 1996
What is your primary product or service?
wealth management, financial planning
Who owns your company or runs daily operations?
Devin Wolf
What are your hours of operation?
Monday-Friday: 08:30-17:00