Community Advocacy

A portion of Financial Plan profits are dedicated to supporting our community. We support our local cultural, educational, recreational, business, service, and charitable organizations through:

Sponsorships, Volunteering, and Membership

From sponsoring an important cultural landmark like the Mount Baker Theatre, to fundraising and volunteering for Assumption and Lynden Christian school, teaching classes at Whatcom Community College, coaching middle school wrestling, football, and baseball, to sponsoring mountain biking trails or contributing to those who are in need; Financial Plan is a good neighbor in our local community.


We Sponsor

Mount Baker Theatre
Assumption School
Whatcom Mountain Bike Coalition
Lynden Christian School
Rotary Club of Bellingham
Whatcom Business Alliance Step Up Program
Sehome High School
Junior Achievement of Whatcom County
Stop Hunger Now
Peace Health
The Whatcom Dream

mount baker theater

We Volunteer for

Whatcom Community College
Sacred Heart Finance Committee
Lynden Youth Sports
St Paul’s Academy Wrestling
Assumption School Wrestling
Stimpson Family Reserve
The Whatcom Dream
Whatcom Boys and Girls Club


We Are Members of

Chamber of Commerce
Northwest Washington Estate Planning Council
Whatcom Business Alliance
Bellingham Golf and Country Club
Rotary Club of Bellingham
Assumption School
Mount Baker Theatre

Learn more about our advisor specialties

Learn More