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Financial Plan, Inc.

Financial Plan, Inc. is an independent, fee-only, large SEC regulated Registered Investment Advisory 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.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Kelsey Martin, CFP®
NAPFA-Registered Financial Advisor

Associates at this Office

Andrew Zender, CFP®
NAPFA Associate
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

2115 Barkley Blvd Ste 101 Bellingham, WA 98226-6611 Phone: (360) 714-1234 Fax: (360) 738-3125

Primary Office

2115 Barkley Blvd Ste 101 Bellingham, WA 98226-6611 Phone: (360) 714-1234 Fax: (360) 738-3125
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