Insights

Fee-only Advantage Position Financial Plan, Inc. as a boutique, fee-only RIA with CFP professionals to appeal to high-trust clients seeking objective, transparent wealth management and a personalized financial plan.

Local Expertise Leverage the Bellingham, WA base to target regional high-net-worth individuals and local business owners seeking comprehensive planning including retirement, tax, and estate services.

Holistic Service Offering Highlight capabilities across asset, risk, retirement, tax, and estate planning to upsell cross-service packages and deepen client relationships beyond investment management.

Tech-Enabled Growth Capitalize on current tech stack (HubSpot, WordPress, e-commerce integrations) to scale client acquisition, automate onboarding, and improve client communications and experience.

Strategic Partnerships Benchmark against mid-tier peers with similar revenue to identify potential referral and collaboration opportunities, including relationships with banks, accountants, and legal advisors to expand client reach.

Financial Plan, Inc. Tech Stack

Financial Plan, Inc. uses 8 technology products and services including HubSpot Analytics, Open Graph, WordPress, and more. Explore Financial Plan, Inc.'s tech stack below.

HubSpot Analytics

Analytics

Open Graph

Content Management System

WordPress

Content Management System

Shopify

E-commerce

WooCommerce

E-commerce

Microsoft 365

Font Awesome

Font Scripts

Lodash

Javascript Libraries

Financial Plan, Inc. Email Formats	Example	Percentage
First.Last@financialplaninc.com	John.Doe@financialplaninc.com	100%

Financial Plan, Inc. Email Formats

Example

Percentage

First.Last@financialplaninc.com

John.Doe@financialplaninc.com

100%

Frequently Asked Questions

What is Financial Plan, Inc.'s phone number?

You can contact Financial Plan, Inc.'s main corporate office by phone at

+1-360-714-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Financial Plan, Inc.'s official website and social media links?

Financial Plan, Inc.'s official website is financialplaninc.com and has social profiles on LinkedIn.

How much revenue does Financial Plan, Inc. generate?

As of September 2026, Financial Plan, Inc.'s annual revenue is estimated to be $25M - $50M.

What is Financial Plan, Inc.'s NAICS code?

Financial Plan, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Financial Plan, Inc. have currently?

As of September 2026, Financial Plan, Inc. has approximately 19 employees across 1 continents, including North America. Key team members include Associate Advisor: A. Z. C. and Associate Advisor: K. M. Explore Financial Plan, Inc.'s employee directory with LeadIQ.

What industry does Financial Plan, Inc. belong to?

Financial Plan, Inc. operates in the Financial Services industry.

What technology does Financial Plan, Inc. use?

Financial Plan, Inc.'s tech stack includes HubSpot Analytics, Open Graph, WordPress, Shopify, WooCommerce, Microsoft 365, Font Awesome and Lodash.

What is Financial Plan, Inc.'s email format?

Financial Plan, Inc.'s email format typically follows the pattern of First.Last@financialplaninc.com. Find more Financial Plan, Inc. email formats with LeadIQ.

When was Financial Plan, Inc. founded?

Financial Plan, Inc. was founded in 1996.

Financial Plan, Inc.

Q: How many employees does Financial Plan, Inc. have currently?

Financial Plan, Inc. has approximately 19 employees.

Q: What technology does Financial Plan, Inc. use?

Financial Plan, Inc.'s tech stack includes Google Analytics, Jetpack, oEmbed, TablePress, Yoast SEO.

Q: What is Financial Plan, Inc.'s NAICS code?

Financial Plan, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesWashington, United States11-50 Employees

Financial Plan, Inc. is a fee-only Registered Investment Advisor based in Bellingham, Washington. The firm delivers wealth management services such as asset management, risk management, retirement planning, tax planning, and estate planning through planners who all hold the CFP designation. It focuses on creating comprehensive, objective financial plans tailored to each client’s unique financial situation. 

In the financial services industry, the company operates as a fee-only advisory practice, providing guidance that is not tied to commissions. Based in the Bellingham area, it serves clients with a small to mid-sized team dedicated to personalized planning.

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