All advisors at Financial Plan have developed a unique business niche and focused area of study and expertise. This arrangement is advantageous for both the client and the advisor.
- The client has the assurance that their advisor is experienced in meeting the needs of people who share similar circumstances.
- The advisor is able to work efficiently due to their in-depth knowledge and extensive expertise in the area of specialty.
Our specialties
Business owners and CEOs
BP Cherry Point Employees (past and present)
Women in Transition (death of spouse, divorce)
Generational Wealth Transfers
Associations and Endowments
PeaceHealth Employees
Western Washington University Employees (past and present)
Taxable Estates
Contact Financial Plan
Speak with an advisor
If you are interested in speaking with an advisor in a given niche, please get in touch, and we will connect you with the advisor who best aligns with your needs.
