Financial Plan Inc.
Open
103 E Holly St Ste 505
Bellingham, WA 98225
Financial Plan Inc., located in Bellingham, WA, is a fee-only wealth management firm dedicated to comprehensive financial planning and asset management. The firm operates under a fiduciary standard, ensuring that clients' interests are always prioritized without the conflicts often associated with traditional financial product sales.
With a focus on holistic financial wellness, Financial Plan Inc. integrates all areas of clients' financial lives to enhance their overall success and peace of mind. By emphasizing transparency, behavioral coaching, and education, they aim to empower clients to navigate their financial journeys confidently.
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