Financial Plan
Finance · Washington, United States · 11-50 Employees
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Overview
Headquarters
2115 Barkley Blvd 101, Bellingham, Washi...Phone Number
(360) 714-1234Website
www.financialplaninc.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
1
1
1
1
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1
About Financial Plan
Financial Plan, Inc provides personalized financial planning and comprehensive asset management services aimed at offering peace of mind to clients. The company focuses on establishing long-term relationships with families and individuals who have $1M or more in investable assets. Their investment philosophy emphasizes controlling risks, costs, and behavior to enhance returns, while maintaining a fiduciary duty to prioritize client interests. With a commitment to transparency and comprehensive financial advice, they work collaboratively with clients and their other advisors to ensure all financial aspects are aligned.Explore more
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Activity Insights
Financial Plan is experiencing very low activity levels compared to other companies in the Finance sector.
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Financial Plan financials insights
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2020
Debt
$150K
Financial Plan Tech Stack
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Most Recent Scoops
Project
Financial Plan is considering the purchase of solutions related to CRM such as Lone Wolf Front Office (formerly Propertybase), Top Producer CRM.
CRM, Spending/Investment
Award
Funding
Financial Plan has received an SBA PPP loan for $150,000 from SaviBank, supporting the retention of 13 jobs.
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Financial Plan, Inc provides personalized financial planning and comprehensive asset management services aimed at offering peace of mind to clients. The company focuses on establishing long-term relationships with families and individuals who have $1M or more in investable assets. Their investment philosophy emphasizes controlling risks, costs, and... Read More
